Macrotech (Lodha) Developers IPO Trading - Locals, Including Employees, Give It a Miss
Macrotech Developers (Lodha) raised around US$345m in its India IPO and will start trading later today. In this note, we'll talk about the trading...
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CapitaLand Restructuring - CLIM Should Have Been a Pure Fee Business
On 22nd Mar 2021, Capitaland (CAPL SP) announced a strategic restructuring of CAPL and listing of CLIM. Having looked at the company in a prior...
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City Developments Bottom Fishing Support
City Dev dual lows near 6.30 is the long zone and a must hold pivot point. Near term we like shorting on an uptick attempt. Gap lower on high...
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Temasek Walks Away from Keppel Deal
After nearly 10 months of work across many jurisdictions (and probably a dozen insights by yours truly in that period), Temasek has decided to walk...
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The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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