Trade Ideas for Singapore REITs - Coming Back to Life
In my previous few insights, I've looked at the office, retail and industrial sectors in Singapore, along with some of the overseas focussed...
379 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
275 Views
Singapore REITs Update - Even as Circuit Breaker Ends, 2Q DPU for Retail REITs Will Be Close to 0
Capitaland Mall Trust (CT SP) and Capitaland Commercial Trust (CCT SP) announced on 22nd Jan 2020 that the two would merge by way of a trust scheme...
381 Views
Last Week in Event SPACE: Sing Air, Swire/Cathay, Evergrande, Crown Resorts, Capitaland REIT, Leyou
Last Week in Event SPACE ... Singapore Airlines (SIA SP) is now trading ex-rights. You probably should tilt bullish the rights vs their...
387 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
294 Views