Untimely Overseas Investments in Rising Interest Rates, Reducing MEC's FVE to JPY 2,100
We reduce our fair value estimate for Mitsubishi Estate Co Ltd (8802 JP), or MEC, to JPY 2,100 per share, from JPY 2,200 per share previously,...
122 Views
The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
243 Views
CapitaLand - Why CAPL's Pearl Bank Apartments Acquisition Is Significant for the Market
Below is a quick note on my first thoughts on Capitaland Ltd (CAPL SP) 's acquisition of Pearl Bank Apartments.Capitaland ("CAPL") just announced...
290 Views
The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
259 Views
Takeaways from FCL's Germany Logistics Portfolio Acquisition and Thoughts on S-REIT Implications
Towards the end of 2017, there are acquisitions signed notably i) Frasers Centrepoint Ltd (FCL SP)'s acquisition of a portfolio of 6 logistics...
147 Views