Deciphering real estate markets globally., Rems Advisors

TAN Kok Keong

Deciphering real estate markets globally.

Rems Advisors

Thematic (Sector/Industry)

<p>The Grandeur Park Residences was launched over the weekend and was met with overwhelming response. It was reported in The Straits Times that more than 10,000 people visited the showflat over the weekend. One of the sale agents shared that the longest queueing time to view the showflat was up to 20 mins.</p><h2>About the project</h2><p>The project is developed by CEL Development, the same developer as High Park Residences, which is one of the best-selling projects in 2015. Grandeur Park has 720 units and two…</p>

The Grandeur Park Residences was launched over the weekend and was met with overwhelming response. It was reported in The Straits Times that more than 10,000 people visited the showflat over the weekend. One of the sale agents shared that the longest queueing time to view the showflat was up to 20 mins.About the projectThe project is developed by CEL Development, the same developer as High Park Residences, which is one of the best-selling projects in 2015. Grandeur Park has 720 units and two…

10,000 Visitors to a New Launch in 2 Days

<div><h2>Private Residential Primary Sales Status (Excluding Executive Condominiums)</h2></div><p>Singapore primary home sales in January saw a slight improvement after two consecutive months of decline. Developers sold a total of 381 units of new homes in January, a slight increase of 4% month-on-month and 18% year-on-year (see Figure 1). This may due to the higher number of units launched for sale in the month. Developers released another 108 units into the market in January, 20% more than the previous month but…</p>

Private Residential Primary Sales Status (Excluding Executive Condominiums)Singapore primary home sales in January saw a slight improvement after two consecutive months of decline. Developers sold a total of 381 units of new homes in January, a slight increase of 4% month-on-month and 18% year-on-year (see Figure 1). This may due to the higher number of units launched for sale in the month. Developers released another 108 units into the market in January, 20% more than the previous month but…

Singapore Primary Home Sales Inched Up 4% in January

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul>
<li><strong>SGX’s Real Estate Developers and Operators have returned 12% YTD, outperforming the STI’s +8%. Despite the rally, the price-to-book ratio of the Sector is still trading near one standard deviation below its historical mean.</strong></li>
<li>
<strong>Potential drivers for the Singapore property market exist on both the supply and demand front. The biggest Real Estate Developer stocks with substantial Singapore exposure include UOL Group, United Industrial Corporation, Wheelock Properties, Wing Tai Holdings and Bukit</strong>…</li>
</ul>


SGX’s Real Estate Developers and Operators have returned 12% YTD, outperforming the STI’s +8%. Despite the rally, the price-to-book ratio of the Sector is still trading near one standard deviation below its historical mean.

Potential drivers for the Singapore property market exist on both the supply and demand front. The biggest Real Estate Developer stocks with substantial Singapore exposure include UOL Group, United Industrial Corporation, Wheelock Properties, Wing Tai Holdings and Bukit…


Real Estate Sector Outperformed in the Year to Date

Special Situations, Content Strategist, Smartkarma

Crispin Francis

Special Situations, Content Strategist

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<p>The numbers are in; industrial S-REITs/Trusts ("SREITs") have reported their most recent quarterly results. In this piece, we look at the mid-sized industrial SREITs' 2016 financial performance and compare the figures to that of 2015. From the results, it is clear that headwinds in the sector have not left any unscathed. </p>

The numbers are in; industrial S-REITs/Trusts ("SREITs") have reported their most recent quarterly results. In this piece, we look at the mid-sized industrial SREITs' 2016 financial performance and compare the figures to that of 2015. From the results, it is clear that headwinds in the sector have not left any unscathed. 

SREIT M&A Season; Is The Writing on the Wall?

Asia's Leading Online Property Group, PropertyGuru

Bjorn Sprengers

Asia's Leading Online Property Group

PropertyGuru

PropertyGuru Pte Ltd owns and operates a real estate property information website. The Company offers facilities to search for condominiums, apartments, Housing and Development Board (HDB) flats, serviced apartments, houses, and commercial properties to rent and buy in Singapore.

<p>2016 was an interesting year for the Executive Condominium (EC) market, with a number of projects doing extremely well due to its sound fundamentals. While the glut of units in the market has been reduced, more time is needed for the current supply to be absorbed: </p><ul><li>The supply of ECs has tapered to deal with oversupply and a high vacancy rate.</li><li>Prices remained weaker in 2016, which contributed to the recovery in transaction volumes.</li><li>Long term, ECs continue to see decent capital appreciation for homeowners.</li><li>There are two likely EC launches in 2017, one in Choa Chu Kang, the other in Yio Chu Kan</li></ul>

2016 was an interesting year for the Executive Condominium (EC) market, with a number of projects doing extremely well due to its sound fundamentals. While the glut of units in the market has been reduced, more time is needed for the current supply to be absorbed: The supply of ECs has tapered to deal with oversupply and a high vacancy rate.Prices remained weaker in 2016, which contributed to the recovery in transaction volumes.Long term, ECs continue to see decent capital appreciation for homeowners.There are two likely EC launches in 2017, one in Choa Chu Kang, the other in Yio Chu Kan

Singapore Residential - Tightened Supply for ECs in 2017

Singapore

Ascendas India Trust is a business trust that invests in real estate. The trust acquires, owns, and develops land for business use.

Ho Bee Land Limited develops and invests in real estate properties in Singapore and United Kingdom.  The Company also operates hotels.

First Sponsor Group Limited, an investment holding company, is engaged in the property development and investment activities primarily in the People's Republic of China. Its properties include residential and commercial properties.

Wing Tai Holdings Limited is an investment holding company whose subsidiaries invest in and develop properties, manufacture woven labels, and trade garments and architectural products and accessories.  The Company also provides management services and operates restaurants.

Bukit Sembawang Estates Limited, through its subsidiaries, operates in property development, property mortgage financing, and the holding of properties and investments. The Company provides residential property development throughout Singapore.

Singapore Land Group Limited operates as a real estate company. The Company develops and invests in properties, and provides property management, information technology, development management and consultancy services, as well as trades in computers and related products, and invests in hotels and retail centers. Singapore Land Group serves clients in Singapore.

Yanlord Land Group Ltd is a real estate development company. The Company develops high-end residential property projects in the Peoples Republic of China.

Sinarmas Land Ltd. invests in, develops and manages real estate.  The Company owns commercial buildings, hotels and resorts in China, Indonesia, Malaysia and Singapore.

Hong Fok Corporation Limited is an investment holding company whose principal activities consist of property investment, property development, property management, and investment trading.

Far East Orchard Limited operates a diversified portfolio focusing on property development, hospitality real estate development and management and healthcare real estate. The Company operates a hospitality portfolio spanning Australia, China, Denmark, Germany, Hungary, Malaysia, New Zealand, and Singapore and owns purpose-built medical suites in Singapore.

China Jinmao Holdings Group Limited invests in and develops real estate projects in the Peoples Republic of China.

Sunac China Holdings Limited is a real estate development company.

Great Eagle Holdings Limited, through its subsidiaries, develops and invests in properties, operates hotels and restaurants, and trades building materials.  The Company also invests in securities and provides management, maintenance, and insurance agency services.  In addition, Great Eagle operates sports clubs.

Sunteck Realty Ltd. develops real estate.

Hainan Haide Industry Co., Ltd. develops residential properties and operates a hotel.

Cinda Real Estate Co., Ltd. is a residential property development company.

Cathay Real Estate Development Co., Ltd. develops, sells, and leases residential and commercial buildings which are constructed by independent contractors.

Eco World Development Group Berhad is an investment holding company which operates property investment and development.  Through its subsidiaries, the Company develops properties and provides project management services.

Mahindra Lifespace Developers Limited specializes in the construction and operation of commercial and residential property complexes, projects management services and business centers.

Mahindra Lifespace Developers Ltd (MLIFE IN)

Macrolink Culturaltainment Development Co., Ltd. develops real estate projects; sells construction materials, daily necessities and hardware; manages investments; and leases office and commercial properties.

Macrolink Culturaltainment Development Co., Ltd. (000620 CH)

Macrolink Culturaltainment Development Co., Ltd.

GuocoLand Limited is a regional property company with operations in Singapore, China, Malaysia and Vietnam. Headquartered in Singapore, the principal business activities of GuocoLand and its subsidiaries (“the Group”) are property development, property investment, hotel operations and property management.

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GuocoLand (GUOL SP)

10,000 Visitors to a New Launch in 2 Days

The Grandeur Park Residences was launched over the weekend and was met with overwhelming response. It was reported in The Straits Times that more...

TAN Kok Keong

Singapore Primary Home Sales Inched Up 4% in January

Private Residential Primary Sales Status (Excluding Executive Condominiums)Singapore primary home sales in January saw a slight improvement after...

TAN Kok Keong

Real Estate Sector Outperformed in the Year to Date

SGX’s Real Estate Developers and Operators have returned 12% YTD, outperforming the STI’s +8%. Despite the rally, the price-to-book ratio of the...

Singapore Exchange Ltd (SGX)

SREIT M&A Season; Is The Writing on the Wall?

The numbers are in; industrial S-REITs/Trusts ("SREITs") have reported their most recent quarterly results. In this piece, we look at the mid-sized...

Crispin Francis

Singapore Residential - Tightened Supply for ECs in 2017

2016 was an interesting year for the Executive Condominium (EC) market, with a number of projects doing extremely well due to its sound...

PropertyGuru

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