ASEAN Builder's Scoop (30Mar22) - CLI/YLLG/GUOL Min Impact from SH Lockdown
Grade-A CBD rents highest QoQ growth in 1Q22; NWR launching 2 projects worth ~THB1.9bn; Thai targets 16m foreign arrivals in 2022
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SG Real Estate Sector Valuation Below Historical Mean Amidst Resilient Private Home Sales
January ’22 private home sales +3.5% MoM and was highest level of Jan month sales since 2014 (with exception of 2021). This built on the record...
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ASEAN Builder's Scoop (28Jan22) - CICT Office Cap Rates Compressed
MAGIC high occupancy a priority; ART RevPAU rebounded strongly; CDREIT underlying operations recovering; FHT QoQ ongoing recovery; MREIT to acquire...
217 Views
Singapore Residential Property
Jefferies strategist Chris Wood made an interesting comment in his 4Q21 Asia Maxima report. He expressed a bullish view on Singaporean residential...
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ASEAN Builder's Scoop (04Aug21) - PRIME High Opex Offset Robust Reversions
PRIME high opex offset robust reversions; CERT maiden UK logistics acq; OUE 1H21 earnings reversed from a loss; ALI 1H21 NI +34% YoY on low base,...
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