CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant?
In the same spirit as Hemindra Hazari's recent insight The Profits (And Perils) Of Independent Large Cap Research, we critically review Singapore...
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S-REIT Weekly: What Transpired in the S-REIT Scene - Ascendas-HT Expands Investment Mandate
This is a weekly summary covering the week of 06 Nov 2017 on news flow reported in the media and updates on the Singapore REIT (S-REIT) sector,...
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CapitaLand Commercial Trust: A Sense Of (Implied Capital Value) Numbers
We have been positive on Capitaland Commercial Trust (CCT SP) (CCT) as one of our favored picks in the S-REIT sector after recent asset moves, with...
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S-REIT Weekly: What Transpired in the S-REIT Scene - Cache Resolves Schenker Dispute
This is a weekly summary covering the week of 30 Oct 2017 on news flow reported in the media and updates on the Singapore REIT (S-REIT) sector,...
211 Views
The Week that Was in ASEAN@Smartkarma - Converse, Returned Cheques, and Advertising
This week's prolific offering of insights across ASEAN@Smartkarma includes an eclectic mix of equity bottom up and top down and thematic insights...
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