ECM Weekly (4th Mar 2024) - Tokyo Metro, Mixue, Xtalpi, Bharat InvIT, Renesas, ITC/BAT, Precinct
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Real Estate Reflections - Five Themes for the Year Ahead
After a strong first-half of the year, proposed tax changes and higher long bond rates derailed the sector, before a drop in bond rates in the...
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Real Estate Reflections - On the Interest Rate Roller Coaster
1H24 results were generally uneventful, with the major surprise being Investore (IPL) cutting its dividend ahead of the tax changes next year.
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Real Estate Reflections - The Storm Before the Storm
The one-two punch of the proposed tax changes and higher for longer interest rates has seen the sector sell off -14% over the last three months.
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Real Estate Reflections - Here We Go Again?
It hasn't been a great couple of months for the property sector. After being hit with political promises of higher taxes in August, rising interest...
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