The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
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Applying the Baum Principles to Thai Property
We recently read an interesting book by Andrew Baum called "Real Estate Investment - A Strategic Approach" and distilled five of the key lessons in...
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IPO Stalker: SHREIT Clarifies Its Expansion Plans
On August 14, we met up with the management of Strategic Hospitality Freeho (SHREIT TB) to vote on the capital raising and bond issuance in order...
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IPO Stalker: SHREIT Doubles Down on Bali & Malaysia
In this review, we re-evaluated what SHREIT is worth based on its new acquisition and (for now) abandonment of two Cambodian projects. The memo...
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S-REIT Weekly: What Transpired in the S-REIT Scene - Viva Declines ROFR, SPH REIT Growth Limited
This is a weekly summary covering the week of 9 Oct 2017 on news flow reported in the media and updates on the Singapore REIT (S-REIT) sector,...
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