The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
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Wheelock Properties - To Privatise or Not
The rumour mill speculating on the privatisation of Wheelock Properties (S) Ltd (WP SP) is again doing the rounds. The stock is up around 10% in...
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WP (WP SP): Revenue Growth Is in This Developer's Wheelhouse
Slow asset growth, low debt levels, and improving asset turnoverrelative to its sector Against a backdrop of recovering domestic market...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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Wheelock – Evaluating Wharf's Proposed IP In-Specie
Wharf Holdings Ltd (4 HK) closed up 8.67% on Friday in response to comments from management at the FY16 results briefing as to a possible spin-off...
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