Index Rebalance & ETF Flow Recap: FRTIB, Japan, CSI300, CSI500, STAR50, WuXi XDC, Asahi
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
614 Views
Frasers Hospitality - Will TCC Renew Its Takeover Offer? Market Prices Bet Yes Ahead of Earnings
Frasers Hospitality Trust is trading as if TCC might make another offer. But peers in Singapore/Asia are getting crushed, and globally CRE is in...
512 Views
Hong Kong Property: Retail Reopening Front-Runners
HKL is cheap at a forward P/B of 0.32x. Both Link and Wharf will benefit from the HK/China border fully opening. But Wharf REIC's two premier...
439 Views
Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
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MMG (1208 HK): Rights Trade Playbook
The rights start trading on 24 June. We expect MMG shares to claw back some losses over the rights trading period, particularly towards the end.
321 Views