MCT and MNACT Merger - Against Expectations, Could MCT Be a Net Beneficiary?
After MCT and MNACT merger was announced, the prevailing sentiment is that MNACT gets a better deal than MCT. We examine how the merger could...
573 Views
The Week That Was in ASEAN@Smartkarma - Grab Expands, Alfamart, and Mapletree Mega-Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
319 Views
Mapletree Commercial Trust’s Proposed Merger with Mapletree North Asia Commercial Trust
The deal terms are attractive for MNACT unitholders. The deal is DPU/NAV accretive for MCT unitholders. The merger is likely to get approval from...
1.3k Views
Last Week in Event SPACE: NTT, Razer, Shinsei Bank, Evergrande, Bank of Kyoto, Nippon Express
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
623 Views
Digital Core REIT IPO: Valuation Insights
Digital Core REIT is seeking to raise US$600 million at US$0.88 per unit. Our valuation analysis suggests that the IPO price of $0.88 per unit is...
939 Views