REIT Pair Trade: Long DCREIT SP/ Short KDCREIT SP
DCREIT underperformed KDCREIT since listing but has bounced back recently. Still trades at cheaper valuations though. A big catalyst could lead to...
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Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
277 Views
2023 High Conviction: Chindata's Track Record & Rating Makes It a Takeover Target
Chindata raised its full-year guidance for the second time this year. Its track record of beating guidance, modest leverage and beaten-down rating...
439 Views
Mapletree Mega-Merger Means MCT Markup
The proposed Mapletree Commercial Trust and Mapletree North Asian Commercial Trust combination creates a Top 10 Asian REIT and one of Singapore's...
862 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware, Ginebra San Miguel, and Singapore Banks
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Ginebra San Miguel (GSMI PM), DigiPlus Interactive (PLUS PM), Keppel DC REIT and...
322 Views