ESR-Logos REIT Placement - Implied Yield Attractive Enough to Take the Deal
ESR-LOGOS REIT (EREIT SP) is looking to raise US$114m (S$150m) in a private placement. The proceeds will be used to fund potential acquisitions and...
505 Views
Nexus Select Trust Pre-IPO Tearsheet
Nexus Select Trust (NST IN) is looking to raise up to US$500m in its upcoming India IPO. The bookrunners on the deal are Axis, BofA, Citi, HSBC,...
519 Views
Update on the S-REIT Re-Allocation Trade
The S-REIT Re-Allocation Basket is +5.3%(TR) from close after I wrote (25 July) to yesterday. Not enough excess value has traded. Should it run?...
319 Views
Large Potential S-REIT Flows in the Next Two Weeks
There may be a large inflow into S-REITs next week. It could range from 7-25 days of ADV or more for a large number of higher-yielding REITs and...
421 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
296 Views