Deciphering real estate markets globally., Rems Advisors

TAN Kok Keong

Deciphering real estate markets globally.

Rems Advisors

Thematic (Sector/Industry)

<h2>Cambodia. Strata retail units for sale and leaseback by Oxley Holdings.</h2>Singapore-listed property group Oxley Holdings will be launching its maiden freehold strata-titled retail units at The Bridge in Cambodia for sale at the end of this month.  This is a bold and innovative move for Oxley to unload the retail portion of the mall. Sale of strata-titled retail space in Phnom Penh is rare and should find support amongst investors.  Our opinion: We expect the sales to fare relatively well due to the…

Cambodia. Strata retail units for sale and leaseback by Oxley Holdings.Singapore-listed property group Oxley Holdings will be launching its maiden freehold strata-titled retail units at The Bridge in Cambodia for sale at the end of this month.  This is a bold and innovative move for Oxley to unload the retail portion of the mall. Sale of strata-titled retail space in Phnom Penh is rare and should find support amongst investors.  Our opinion: We expect the sales to fare relatively well due to the…

Asia's Leading Online Property Group, PropertyGuru

Bjorn Sprengers

Asia's Leading Online Property Group

PropertyGuru

PropertyGuru Pte Ltd owns and operates a real estate property information website. The Company offers facilities to search for condominiums, apartments, Housing and Development Board (HDB) flats, serviced apartments, houses, and commercial properties to rent and buy in Singapore.

As businesses continue to expand their presence globally, a new generation of employees is entering the workforce with different working styles. Over time, while we continue to shift toward a more network-driven way of working, we also see an increasing need for more flexible and collaborative spaces in workplaces, both for varied reasons.Furthermore, as the way in which we work have changed, so too has office space layouts and how they look like and function.However, while many companies, both…

As businesses continue to expand their presence globally, a new generation of employees is entering the workforce with different working styles. Over time, while we continue to shift toward a more network-driven way of working, we also see an increasing need for more flexible and collaborative spaces in workplaces, both for varied reasons.Furthermore, as the way in which we work have changed, so too has office space layouts and how they look like and function.However, while many companies, both…

Singapore's private residential property market has been dying a slow death since the introduction of a series of cooling measures. In addition, a weak economic environment, rising retrenchments and cutbacks within the financial services sector, and a general lack of positive catalysts have dampened investors' interests in the market. Many market participants have suggested that a lifting of the cooling measures could be the cure. Even members of the Parliament has called for the removal of…

Singapore's private residential property market has been dying a slow death since the introduction of a series of cooling measures. In addition, a weak economic environment, rising retrenchments and cutbacks within the financial services sector, and a general lack of positive catalysts have dampened investors' interests in the market. Many market participants have suggested that a lifting of the cooling measures could be the cure. Even members of the Parliament has called for the removal of…

Singapore Property Downturn Far from Over

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

It is easy to understand why there has been and remains so much hope regarding the profitability of China’s banks. The simple answer is penetration. Here we are referring to how accessible banking is to the population, and we measure this by population/bank branches. Where banking is less accessible and limited, there is less competition and a greater ability for banks to charge high prices.This should be reflected in the variance of net interest margins by country. But it is not this simple…

It is easy to understand why there has been and remains so much hope regarding the profitability of China’s banks. The simple answer is penetration. Here we are referring to how accessible banking is to the population, and we measure this by population/bank branches. Where banking is less accessible and limited, there is less competition and a greater ability for banks to charge high prices.This should be reflected in the variance of net interest margins by country. But it is not this simple…

Asia-Pacific: Branch Banking and Profitability

While we tend to focus on impaired loans, a look at credit-risk assets can be revealing.This is especially the case with respect to the rate of change and compared with underlying assets. For instance, if a bank is reporting a sharp rise in its credit risk assets but only a slight rise in loans, this can suggest worsening credit metrics.In practice, this would likely mean deterioration in the probability of default (PD) or loss given default (LGD) of its loans.HSBC’s data is telling, where for…

While we tend to focus on impaired loans, a look at credit-risk assets can be revealing.This is especially the case with respect to the rate of change and compared with underlying assets. For instance, if a bank is reporting a sharp rise in its credit risk assets but only a slight rise in loans, this can suggest worsening credit metrics.In practice, this would likely mean deterioration in the probability of default (PD) or loss given default (LGD) of its loans.HSBC’s data is telling, where for…

A Look at Credit Risk Assets Can Be Revealing

Singapore

United Overseas Bank Limited provides a wide range of financial services including personal financial services, wealth management, private banking, commercial and corporate banking, transaction banking, investment banking, corporate finance, capital market activities, treasury services, futures broking, asset management, venture capital management and insurance.

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UOB (UOB SP)

Asian Property Snapshots

Cambodia. Strata retail units for sale and leaseback by Oxley Holdings.Singapore-listed property group Oxley Holdings will be launching its maiden...

TAN Kok Keong

Evolving Office Space Concepts

As businesses continue to expand their presence globally, a new generation of employees is entering the workforce with different working styles....

PropertyGuru

Singapore Property Downturn Far from Over

Singapore's private residential property market has been dying a slow death since the introduction of a series of cooling measures. In addition, a...

TAN Kok Keong

Asia-Pacific: Branch Banking and Profitability

It is easy to understand why there has been and remains so much hope regarding the profitability of China’s banks. The simple answer is...

Daniel Tabbush

A Look at Credit Risk Assets Can Be Revealing

While we tend to focus on impaired loans, a look at credit-risk assets can be revealing.This is especially the case with respect to the rate of...

Daniel Tabbush

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)