S-REITs Yielding 6% & Leading the STI Reserve List
Recent moves of the S-REIT Sector have been aligned with global REITs. In-line with the Bloomberg World REIT Index, the S-REITs have averaged a...
607 Views
StubWorld: Jardine Cycle/Astra, Neowiz Holdings/Games
The sentiment for Indonesian autos is upbeat. But I would not go long ASII/Short JCNC here. I think a more credible NAV discount for JCNC is ~20%....
454 Views
StubWorld: Double Stub Via ThaiBev's BeerCo IPO
I estimate minimal upside for ThaiBev here if assuming a 25% discount to NAV. ThaiBev is trading at 16.5x trailing EV/EBITDA, but its forward EV...
394 Views
StubWorld: TBS/Tokyo Electron, Intouch/Gulf, Jardines' Buybacks
Tokyo Electron (8035 JP) outperforms as global carmakers face a chip shortage; Gulf Energy increases its questionable stake in Intouch; and Jardine...
384 Views
STI's Biggest Intraday Movers in 2020
Regional stock volatility saw increased intraday trading opportunities in 2020. For half the year, the 30 day volatility of the FTSE ASEAN...
662 Views