ASEAN Builder's Scoop (1Mar22) - UOL Stronger Contributions from Prop Dev't and Hotels
MLT buys South Korean logistics at 4% yield; DC rates rising except for hotel use; AREIT growing AUM boosted earnings; SIRI targets +26% YoY 2022...
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ASEAN Builder's Scoop (13Jan22) - No Merger for MLT/MINT
No merger for MLT/MINT; Condo, HDB rents may continue rising; BTH launching new concept in Phuket; METRO/Daiwa House deepens collaboration; SIRI...
254 Views
ASEAN Builder's Scoop (22Nov21) - PRIME terminates WeWork lease
PRIME terminates WeWork lease; SWB/Hoi Hup acquires site for S$815m; CanningHill Piers robust 77% take-up rate; MEG PHP6bn new Bulacan township;...
160 Views
Siri Hub Investment Digital Token: The Cog Railway
Our final thought on SIRIHUB is that the token valuation is unattractive. Hence, the exposure is merely a claim to be on the first debt token in...
335 Views
The Week That Was in ASEAN@Smartkarma - SEA Digital IPOs, Bukalapak, and Bangkok Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
167 Views