The Week That Was in ASEAN@Smartkarma - Indonesia's Wave, Del Monte, and Grab's Alliances
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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ComfortDelgro (CD): Buy On (Temp) Weakness
Capitaland and City Dev are to provide rent relief to their tenants, Comfort does not need to give relief to its drivers, and SG mobility rate is...
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CDL - Remedies for a Beleaguered Chinese Investment and Belligerent JV Partner
CDL wrote off its investment in Sincere Property and looks to turn the page. This article examines how this can be done with regard to risks, China...
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Mapletree Industrial (MINT SP) Placement - Large but Accretive Deal, Becoming More like Keppel DC
Mapletree Industrial Trust (MINT SP) plans to raise around US$385m (S$513m) to partly fund the acquisition of 29 data centres located in the United...
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Ascendas REIT Placement - Smaller than the Last Deal, Should Be Accretive as Well
Ascendas Real Estate Investment Trust (AREIT SP) aims to raise around US$320m (S$430m) to acquire the balance 75% stake in Galaxis.
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