The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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SIRI : A Leader in Luxury Housing
We initiate coverage of SIRI with a BUY rating and a target price of Bt2.11, derived from 7.2xPE'23, or -0.5SD of its 5-year trading average, Our...
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Sansiri - Ascending to the Top
SIRI is a fully integrated property developer, offering a complete range of projects for sale and providing comprehensive services catering to the...
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ASEAN Builder's Scoop (28Jul22) - CICT Rising Energy Cost a Concern
KORE declining reversions continue; Orchard Bel-Air en-bloc sale for S$587.5m; SIRI to launch 31 projects worth THB31.2bn; BLOOM tops off Solaire...
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ASEAN Builder's Scoop (27Apr22) - AAREIT Robust Rent Reversions
EREIT rising utilities cost; FCT tapering shopper traffic; MINT boosted by acquisitions; SSREIT voted down Charlie Chan as Director
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