SM Investments (SM PM): Retail Income Now Exceeds Pre-Covid Levels
SMIC is benefitting from increased economic activity and buoyant consumer sentiment. Go outright long or hedge out SM Prime and BDO, in which the...
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Last Week in Event SPACE: Tencent/Meituan, Halcyon Agri, Swire Pac, Perpetual/Pendal, OZ Minerals
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Fairfax India Holdings: Major Value Unlock Via BIAL IPO
FIH is not expensive. The current P/B of 0.6x compares to its five-year average of 0.8x. The two-year average pre-Covid was 1.06x. FIH is not...
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ASEAN Builder's Scoop (15Aug22) - DASIN Defers Distributions, Extends Loan Facilities
BHGREIT dragged by one-off costs; UOL hotel ops leading the way; ART buys 9 props with +2.8% DPU accretion; STRTR divvy specie in ESR shares; ALI...
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What's Trending - Property prices, Tourism recovery, Earnings
#whatstrending feat. Beansprout Ever wondered what is currently driving the local and regional markets? #whatstrending is a new series...
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