Takeaways from FCL's Germany Logistics Portfolio Acquisition and Thoughts on S-REIT Implications
Towards the end of 2017, there are acquisitions signed notably i) Frasers Centrepoint Ltd (FCL SP)'s acquisition of a portfolio of 6 logistics...
132 Views
Chat with China Logistics Property Hldgs (1589:HK) Shows Progress on Fundamentals; BUY Below HK$2.40
Last week we chatted with a representative from China Logistics Property Holdings Co Ltd (1589 HK) and it appears the company has recently made...
198 Views
Confessions of a Shipping Analyst (Or, 'Voyage of the Damned, Asian Equity Research Version')
At the risk of making Smartkarma (SMARTKARMA SP) seem like a New Orleans confessional the day after Mardi Gras, here's another analyst 'confession'...
361 Views
Last Week in Event SPACE – Sushiro, NTT, Sprint, Alerian
This week, Sushiro Global (3563 JP) gets scaleable with Genki Sushi Co Ltd (9828 JP); the virtuous circle of NTT Docomo Inc (9437 JP)'s buybacks;...
261 Views
The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
348 Views