FIRST REIT Rights Set FIRST REIT Right. Right On.
FIRST REIT's has been crushed, then crushed again, then again. COVID created declining discretionary hospital usage putting operator tenants in...
558 Views
The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views
The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
165 Views
OUE Ltd. - Bonds Not Joining the Party
We rate the OUE Ltd (OUE SP) SGD bond due 2023 "Hold" at current levels, although they have not participated meaningfully in the recent rally in...
389 Views
Lippo Karawaci (LPKR IJ) - Green Shoots Ahead?
A meeting with Lippo Karawaci (LPKR IJ) management in Jakarta recently revealed a company with more focus on its core property business and the...
350 Views