Update on the S-REIT Re-Allocation Trade
The S-REIT Re-Allocation Basket is +5.3%(TR) from close after I wrote (25 July) to yesterday. Not enough excess value has traded. Should it run?...
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Large Potential S-REIT Flows in the Next Two Weeks
There may be a large inflow into S-REITs next week. It could range from 7-25 days of ADV or more for a large number of higher-yielding REITs and...
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MCT SP as MPACT Creeping Ever Higher Vs Peers
MCT has outperformed Peers and as Virtual MPACT, has mostly erased its underperformance since deal announcement. This changes the risk balance...
476 Views
SPH REIT Option Has 1 Week To Go - Look Elsewhere
SPH REIT "option" has done well and now it is time to look elsewhere. This could mean a reversion trade, an option trade, or in part an index...
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Southeast Asia Tourism: Who Are the Beneficiaries
the real beneficiaries of the Singapore rebound in tourism (ex-China) are limited to a few names only. Far East Hospitality Trust and CDL...
360 Views