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

Nippon Building Fund (8951) - Calculating Passive Tracking of J-REITs and Index Events Around Offers

Mitsui Fudosan Logistics Park (3471 JP): Strong DPU Accretion Could Trigger Outperformance Vs Peers

Mitsubishi Estate Logistics (3481 JP): Offering Could Trigger Outperformance Vs Peers

J-REIT Offering Primer: Get Ready for Offering Season 2021

Nippon Building Fund (8951 JP) REIT Offering: Take It

NBF (8951 JP) REIT Offering: Pricing Announced. Wide Discount to Undisturbed.

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>Today after the close, <a href="https://www.smartkarma.com/entities/nippon-building-fund-inc" target="_blank" data-smartkarma-citation="entities:1900:1" rel="noopener">Nippon Building Fund (8951 JP)</a><strong>("NBF")</strong> announced a follow-on equity offering to fund part of their recently announced property acquisition. </li>
<li>The primary offer quantity is 47,500 units. In addition, there will also be an over-allotment quantity of 2,500 units. The total size of this offering could be roughly ¥33bn (~US$285mn). </li>
<li>Below is a closer look at the details of this offering and the potential of this offering to trigger strong secondary market performance in the following weeks.</li>
</ul>


Today after the close, Nippon Building Fund (8951 JP)("NBF") announced a follow-on equity offering to fund part of their recently announced property acquisition. 
The primary offer quantity is 47,500 units. In addition, there will also be an over-allotment quantity of 2,500 units. The total size of this offering could be roughly ¥33bn (~US$285mn). 
Below is a closer look at the details of this offering and the potential of this offering to trigger strong secondary market performance in the following weeks.


Mori Hills REIT Investment Corporation (3234 JP)

Nippon Building Fund (8951): Offering Could Trigger Outperformance Vs TSEREIT Index