Transfer of Coverage of CMT With Narrow Moat, Stable Trend and FVE of SGD 2.35; Shares Undervalued
We are transferring coverage of CapitaLand Mall Trust (CT SP) with narrow economic moat and stable moat trend ratings, along with a fair value...
133 Views
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...
336 Views
A Diversified Portfolio Underpins Another Resilient Quarter for CapitaLand Mall Trust
While rental renewal was pressured once again this quarter, higher occupancy level and lower operating expense helped cushion the softer top line....
110 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...
237 Views
S-REIT Weekly: What Transpired in the S-REIT Scene - Hotel Deals Buzz, ESR-REIT Growth Spurt?
This is a weekly summary covering the week of 2 Oct 2017 on news flow reported in the media and updates on the Singapore REIT (S-REIT) sector,...
201 Views