The Week That Was in ASEAN@Smartkama - Asian Exports, Thai Media, and Philippine Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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OUE Commercial REIT 4% Bonds - Neutral
OUE Commercial REIT (OUECT SP) issued a S$100mn 5-year bond at a yield of 4% yesterday. This Insight is a short note presenting our thoughts on...
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OUE Ltd. - Bonds Not Joining the Party
We rate the OUE Ltd (OUE SP) SGD bond due 2023 "Hold" at current levels, although they have not participated meaningfully in the recent rally in...
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Singapore REITs - Get Out of Jail Free Card, for the Tenants
The Ministry of Finance (MOF), the Inland Revenue Authority of Singapore (IRAS), and the Monetary Authority of Singapore (MAS) yesterday announced...
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Trade Ideas SG Office REITs - This Time It's Different
In my previous insight, Singapore REITs - What’s Been Cooking This Year, I spoke about how the REITs have performed this year and touched upon...
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