The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
259 Views
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...
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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...
208 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'...
373 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;...
280 Views