Trade Ideas for SGREITs - Retail REITs Share Price Has Been More Resilient than It Should Be
In my previous insight, Singapore REITs - What’s Been Cooking This Year, I spoke about how the REITs overall have performed this year and touched...
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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 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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Keppel - Implied Likelihood of Temasek Walking Away or Dealbreak
The Keppel Corp Ltd (KEP SP) situation has been much discussed by me, and I imagine by others of my ilk out there (though I don't see those). My...
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SGX Real Estate Index’s Three Best Performers Returned 33% in 2019
The Real Estate (ex-REITs) sector was among the top net buy sectors on SGX in Dec 2019, garnering net institutional inflows of S$110.4 million....
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