The Week That Was in ASEAN@Smartkarma - Sea Ltd, Utrajaya, and Grab's Results
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Fraser Hospitality Trust (FRHO): Privatization + Recovery.
The upside may not be much anymore since the bulk of the upside from the privatization news is already priced in but the gross operating revenue is...
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ASEAN Builder's Scoop (13May22) - LHN Co-Living Bearing Fruits
ECWREIT timing difference in compensation; OUECT recovery appears slow; UHU min leasing risk; FPL boosted invt props; SMPH reopening play for malls
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Navigating global reopening and rate hikes
#whatstrendingEver wondered what is currently driving the local and regional markets? This new report series address some of the most trending...
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REIT Watch - Hospitality S-Reits see higher RevPAR as borders reopen
Twenty three S-Reits and property trusts have reported financial results or business updates this reporting season. All...
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