The Week that Was in ASEAN@Smartkarma - Jakarta's MRT, Indonesian Sportswear, and Malaysian Telcos
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 - The Draft Master Plan 2019 Boost and Q1 Scorecard
Singapore REITs (S-REITs) are up about 13% year-to-date in 2019 on a total returns basis against the Straits Times Index’s (STI) 8.3%. S-REITs is...
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Singapore REIT - Preferred Picks 2019
With the FTSE ST REIT index’s decline of 9.3% year-to-date, value has emerged for some of the bellwether names in the Singapore REITs sector. The...
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Singapore REIT – 4 Investment Themes for the S-REIT Sector in 2019
Singapore real estate investment trusts (“S-REITs”) have been one of the best performing sectors on the Singapore stock market in 2018. In view of...
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IPO Stalker: SHREIT Doubles Down on Bali & Malaysia
In this review, we re-evaluated what SHREIT is worth based on its new acquisition and (for now) abandonment of two Cambodian projects. The memo...
330 Views