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 Prologis REIT (3283 JP): Offering Could Be a Catalyst for Outperformance Vs Peers

Japan Real Estate Investment (8952 JP) : Offering Could Be a Catalyst for Outperformance Vs Peers

Nippon Prologis (3283 JP) Offering: Lower Premium Vs Peers than Last Time

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

JREIT Offering: Nippon Prologis REIT (3283 JP) - Take It (Vs Comps)

FTSE Japan Sep-2020 Rebalance: The JREIT Portion

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>Yesterday after the close, Japan's largest logistics REIT <a href="https://www.smartkarma.com/entities/nippon-prologis-reit-inc" target="_blank" data-smartkarma-citation="entities:15683:1" rel="noopener">Nippon Prologis Reit (3283 JP)</a><strong>("NPR")</strong> announced a US$270mn follow-on equity offering to fund their recent acquisition of three logistics facilities.</li>
<li>The primary offer quantity will be 84,290 units out of which 48,890 units and 35,400 units are expected to be allocated for domestic and international investors, respectively. </li>
<li>Below, we take a look at the attractiveness of NPR's latest offering with greater emphasis on the potential for strong post-offering secondary market performance.</li>
</ul>


Yesterday after the close, Japan's largest logistics REIT Nippon Prologis Reit (3283 JP)("NPR") announced a US$270mn follow-on equity offering to fund their recent acquisition of three logistics facilities.
The primary offer quantity will be 84,290 units out of which 48,890 units and 35,400 units are expected to be allocated for domestic and international investors, respectively. 
Below, we take a look at the attractiveness of NPR's latest offering with greater emphasis on the potential for strong post-offering secondary market performance.


Industrial & Infrastructure Fund Investment (3249 JP)

Industrial & Infrastructure Fund Investment

Mitsui Fudosan Logistics Park Inc (3471 JP)

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