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...
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Last Week in Event SPACE: Luckin Coffee, Toshiba Machine, Clear Media, Unizo, Stanmore, Celltrion
Last Week in Event SPACE ... This is an out and out fraud by Luckin Coffee (LK US)'s COO. It will involve a number of other people. It also...
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The Month the World Stood Still (Part III) - Not Time to Bottom Fish Yet
In my two previous insights I provided my thoughts on what policy makers need to do to get over this relatively quickly and with as little pain to...
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Keppel Corp Arb Grids - Updated 20 March
The Arb Grids have had to be adjusted because of dramatic falls in price in Keppel Corp Ltd (KEP SP). A few people have requested them, so I have...
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Keppel Corp Update - Implied Likelihood Up As Market Falls, Meaning...
....The Proxy Baskets Are In Free Fall.Since I wrote just four days ago, the market-implied likelihood that Keppel Corp Ltd (KEP SP) suitor Temasek...
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