Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with experience in fundamental and event-driven research in Frontier and Emerging markets. 

On Smartkarma, I mainly publish insights on index flow events in the Asia-Pacific region. This includes predicting regular and intra-review index changes and estimating upcoming passive flows. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Pan-Asia Index Flows & Special Situations

Kenedix Office/Resi/Commercial Three-Way Merger - Size Matters and Index Flows Do Too

Nippon Prologis REIT (3283 JP): Offering Could Trigger Outperformance Vs Peers

Daiwa Securities Living (8986 JP): Offering Could Trigger Outperformance Vs TSEREIT Index

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Japan Rental Housing Investment / Event-Driven

Japan Rental Housing Investment (8986 JP)

<ul>
<li>Midsize residential JREIT <a href="https://www.smartkarma.com/entities/japan-rental-housing-investment" target="_blank" data-smartkarma-citation="entities:20653:1" rel="noopener">Daiwa Securities Living (8986 JP)</a> ("<strong>DSLIC</strong>") launched a follow-on equity offering to partially fund their recently-announced acquisitions.</li>
<li>The primary offer quantity will be 139,047 units and there will also be an over-allotment quantity of 6,953 units.</li>
<li>In this insight, we take a closer look at the details of this offering and the historical performance of DSLIC's previous follow-on equity offerings.</li>
</ul>


Midsize residential JREIT Daiwa Securities Living (8986 JP) ("DSLIC") launched a follow-on equity offering to partially fund their recently-announced acquisitions.
The primary offer quantity will be 139,047 units and there will also be an over-allotment quantity of 6,953 units.
In this insight, we take a closer look at the details of this offering and the historical performance of DSLIC's previous follow-on equity offerings.


Starts Proceed Investment Corporation (8979 JP)

Daiwa Securities Living (8986 JP): Historical Post-Offering Performance Does Not Look Good At All