Capitaland Mall and Commercial REIT Merger - It's BIG
A bit more than 18 months after the first Singapore REIT merger (Viva Industrial and ESR REIT) which was seen as a catalyst for S-REIT...
835 Views
Keppel Corp - Trading Cheap To Its Comp Basket
Almost two months ago, Temasek announced its intention to conduct a Partial Offer to bring its stake in Keppel Corp Ltd (KEP SP) from just over 20%...
628 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
Ascendas REIT Listed Rights Issue - Worth Owning
On 1 November, Ascendas Real Estate Investment Trust (AREIT SP)announced a S$1.3bn Renounceable Underwritten Rights Issue, issuing 16 rights for...
2.1k Views
The Week That Was in ASEAN@Smartkarma -Thai Strategy, DBS Fallout, and Indonesia Credit.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
373 Views