8802 Mitsubishi Estate - Another Play on Japan RE and Office - Chase the Rally
Japan saw the biggest inflow among Asia and the equity market is strong. 8802 is another interesting play if investor wants to get exposure in...
218 Views
Is It Time to Re-Visit China? Where Is Capital Going? We Look at Positioning, Valuation and Risks
In this insight, we look at capital flows, investors' positioning as well as valuations for the China equities market. Equity market is forward...
185 Views
S-REIT Pair Trade Idea: Long CLAR SP and SHORT Keppel REIT on Industry Fundamentals
S-REITs have wrapped up their Q4 results and we see divergence in industry fundamentals. We like industrial and retail given stronger...
220 Views
8801: Mitsui Fudosan – the Largest Japan RE Developer – Let the Rally Continue
While HK/CN market continue to be risk-off, we switch our focus to Japan RE. 8801 and 8802 are up 45% and 57% respectively. Valuation is un...
330 Views
ESR: A Diversified Fund Manager and Good Alternative Stock to Own in This Chaotic Time
In this time of chaos, we view ESR as an alternative play in the new economy real estate. It is a leading fund manager with strong AUM and fee...
396 Views