MINT Placement - Known Asset, More Data Centres, Less SME Exposure -> Heading in the Right Direction
Mapletree Industrial Trust (MINT SP) plans to raise around US$257m (S$358m) to part fund its the acquisition of the remaining 60% portion of 14...
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Link REIT - Squeezing Every Last Drop of Blood
* Poor FY 2020 Results: Link REIT (823.HK) reported FY 2H20 losses of HKD 23.9 bn - against FY 1H20 earnings results of HKD 6.7 bn, quite a swing...
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Singapore REITs - New Rental Relief Framework for SMEs
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...
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Singapore REITs - REITs Will Have to Fund Some SME Rents, by Law
Singapore's Deputy Prime Minister, Heng Swee Keat, announced the details of the Fortitude budget in Parliament yesterday. Among other things he...
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Relative Value - SGD Bonds - Ascendas Vs DBS Perpetuals
This is a short relative value note examining an opportunity in the SGD bond market. We assign a Sell rating on the Ascendas Real Estate Investment...
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