Link REIT – Bread and Butter Melting
LINK REIT: Almost Nothing Is Going Right For Link REIT. Rental Reversion Rates Weakening In Hong Kong; FV Marks Remain Negative; and Capital...
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Trade Ideas for Singapore REITs - Implications from CCT+CMT Merger
In my earlier insight on Singapore's Fortitude budget, Singapore REITs - REITs Will Have to Fund Some SME Rents, by Law, I had mentioned the...
375 Views
ESR REIT 4.6% Perpetual - Appears Expensive
We think the ESR-REIT (EREIT SP) perpetual (4.6% perpetual callable on 3-11-22) is expensive with respect to its senior bonds as well as perps...
375 Views
ESR/Sabana: Better Off Selling Assets
Back on the 16 July, ESR-REIT (EREIT SP) (ESR-REIT) and Sabana Shari’ah Compliant REIT (SSREIT SP) (Sabana REIT) jointly announced the proposed...
390 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
333 Views