S-REIT M&As: CCT-CMT & ESR-REIT-Sabana REIT Mergers
In January, CapitaLand proposed a merger of CCT and CMT in an S$8.3 billion cash-and-stock deal. Both REITs will hold their respective...
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Singapore’s 30 Actively Traded Stocks with Highest 8M Institutional Inflows
Singapore’s 30 actively traded stocks that were recipient to the highest net institutional inflows over the first eight months of 2020,...
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ESR REIT 4.6% Perpetual - Appears Expensive
We think the ESR-REIT (EREIT SP) perpetual (4.6% perpetual callable on 3-11-22) is expensive with respect to its senior bonds as well as perps...
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ESR/Sabana: Better Off Selling Assets
Back on the 16 July, ESR-REIT (EREIT SP) (ESR-REIT) and Sabana Shari’ah Compliant REIT (SSREIT SP) (Sabana REIT) jointly announced the proposed...
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The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
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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