Asia Real Estate Equities: In Search of Value in the Asia Ex-Japan Property Developer Universe
Following our insight, CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant? which illustrated the...
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The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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City Development Seeks to Privatise Majority-Owned Millennium and Copthorne
City Developments Ltd (CIT SP), or CDL, has reached an agreement on price to acquire the remaining 35% stake of Millennium & Copthorne Hotels...
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Singapore Residential Sector: Would Minsky Buy a Unit Now?
The enbloc sales fever is now on and with the first uptick in private home price increase after 15 quarters of sequential decline in 3Q17, many...
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S-REIT Weekly: What Transpired in the S-REIT Scene - Credit Rating Downgrades, Office Positive
This is a weekly summary covering the week of 25 Sept 2017 on news flow reported in the media and updates on the Singapore REIT (S-REIT) sector,...
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