The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Singapore REIT - Let the Equity Fundraising Party Begin
Following the tightening of distribution yields and narrowing of discount to book value, the equity fundraising cycle in the Singapore REITs sector...
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Singapore REIT: Tenant's Credit Quality Issue Exposes CACHE SP as Possible M&A Target
Cache Logistics Trust (CACHE SP)'s unit price was down 4 cents (-5.3%) in one day as news of CWT International Ltd defaulting on a HK$1.4bn...
802 Views
ESR Cayman Pre-IPO - Earnings and Segment Analysis
ESR Cayman (ESR HK) aims to raise up to US$1.5bn in its planned Hong Kong listing, as per media reports. The company is backed by Warburg Pincus...
685 Views
ESR Cayman Pre-IPO - A Giant in the Making
ESR Cayman (ESR HK) aims to raise up to US$1.5bn in its planned Hong Kong listing, as per media reports. The company is backed by Warburg Pincus...
612 Views