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...
376 Views
AA REIT S$ Bond - First REIT Perpetual in the New Normal
AIMS APAC REIT (AAREIT SP) issued a perpetual security on August 6 (5.65% SGD125mn deal). We think the deal is interesting for several reasons...
426 Views
The Week That Was in ASEAN@Smartkarma - Mutual Fund Destruction, Barito Pacific, and Link Net Sale
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
373 Views
Last Week in Event SPACE: Nuflare, Frasers, Nippon Shokubai, QMS, Fujitsu, Jardines
Last Week in Event SPACE ... Yoshiaki Murakami has purchased 5.02% stake in Nuflare Technology (6256 JP) "with the aim to provide advice to...
390 Views
FLT/FCOT: (Another) Larger NEWREIT in Singapore
After both stocks were suspended the morning of the 28 November, Frasers Logistics & Industrial (FLT SP) and Frasers Commercial Trust (FCOT SP)...
572 Views