Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul><li>Colliers identifies five megatrends influencing business hubs in the Asia Pacific region, highlighting significant changes.</li><li>Mapletree reports a 26% profit increase attributed to logistics growth, despite challenges from fund wind-downs in Singapore.</li><li>Blackstone raises $13.1 billion for its third Asia private equity fund, while GLP plans a $3 billion IPO in Hong Kong.</li></ul>

Colliers identifies five megatrends influencing business hubs in the Asia Pacific region, highlighting significant changes.Mapletree reports a 26% profit increase attributed to logistics growth, despite challenges from fund wind-downs in Singapore.Blackstone raises $13.1 billion for its third Asia private equity fund, while GLP plans a $3 billion IPO in Hong Kong.

Asia Real Estate Tracker (03-Jun-2026): Five key megatrends reshaping Asia Pacific business hubs.

Research from Redeye, Redeye AB

Redeye

Research from Redeye

Redeye AB

Specialists in innovative and fast-growing Nordic companies within Life Science and Technology.

Redeye is the next generation equity research and investment banking company, specialized in Life Science and Technology. We are the leading provider of Corporate Broking and Corporate Finance in these sectors.

Our clients are innovative growth companies in the Nordics and we use a unique Rating model based on a value based investment philosophy. Redeye was founded 1999 in Stockholm and is regulated by the Swedish Financial Authority (Finansinspektionen).

Equity Bottom-Up

AVTECH Sweden AB provides air transportation consulting services and air transportation products. The Company offers management consulting and specialist and standard support, as well as ready-to-use products in the areas of Air Traffic Flow and Enhanced Efficient Operations.

<ul><li>AVTECH has signed Compass Cargo Airlines for its Aventus Flight Optimisation services covering its Boeing 747F fleet, marking the first customer deployment on the Boeing 747 platform.</li><li>The contract value is immaterial at SEK0.1m–0.2m.</li><li>According to Planespotters data, Compass Cargo operates two Boeing 747s and three Boeing 737s, suggesting modest upsell potential through fleet expansion and broader adoption of AVTECH's product portfolio.</li></ul>

AVTECH has signed Compass Cargo Airlines for its Aventus Flight Optimisation services covering its Boeing 747F fleet, marking the first customer deployment on the Boeing 747 platform.The contract value is immaterial at SEK0.1m–0.2m.According to Planespotters data, Compass Cargo operates two Boeing 747s and three Boeing 737s, suggesting modest upsell potential through fleet expansion and broader adoption of AVTECH's product portfolio.

AVTECH: Secures first Boeing customer with Compass Cargo

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Hainan Airlines Co., Ltd. provides passenger and freight air transportation. The Company also provides charter flight services. 

<ul>
<li>The June 2026 index review results for China's CSI 300 and CSI 500 indices were announced after market close on Friday 29th May 2026.</li>
<li>There will be 19 ADDs/DELs for CSI 300 and 50 ADDs/DELs for CSI 500.</li>
<li>The CSI 300 and CSI 500 index rebal events could trigger US$4.7bn and US$4.4bn in one-way flows respectively.</li>
</ul>


The June 2026 index review results for China's CSI 300 and CSI 500 indices were announced after market close on Friday 29th May 2026.
There will be 19 ADDs/DELs for CSI 300 and 50 ADDs/DELs for CSI 500.
The CSI 300 and CSI 500 index rebal events could trigger US$4.7bn and US$4.4bn in one-way flows respectively.


Quiddity CSI 300/​​500 Jun26 Results: 86% Correctly Predicted; Large Flow Event Despite Drop in AUM

Asia Pac ECM and Index Rebal, DZT Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of NIFTY in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Bharti Airtel, Oil &amp; Natural Gas, Grasim Industries, State Bank of India, Hindalco Industries, InterGlobe Aviation.</li>
</ul>


We analysed the earning revision of component stocks of NIFTY in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Bharti Airtel, Oil &amp; Natural Gas, Grasim Industries, State Bank of India, Hindalco Industries, InterGlobe Aviation.


NIFTY Index Earning Revision (May): Bharti Airtel, Oil & Natural Gas, Grasim Industries

Private Markets, Angel and Secondary Investing, Sacra

Sacra

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Private Capital Markets

AI software for autonomous navigation of military drones and aircraft in denied environments

<ul><li>Sacra estimates that Shield AI hit approximately $300M in revenue for the year ending March 2025, up from $267M in 2024.</li><li>Shield AI is targeting 70-100% annual revenue growth to reach $1B in revenue by the year ending March 2028.</li><li>Shield AI raised a $1.5B Series G at a $12.7B post-money valuation, alongside $500M in fixed-return preferred equity.</li></ul>

Sacra estimates that Shield AI hit approximately $300M in revenue for the year ending March 2025, up from $267M in 2024.Shield AI is targeting 70-100% annual revenue growth to reach $1B in revenue by the year ending March 2028.Shield AI raised a $1.5B Series G at a $12.7B post-money valuation, alongside $500M in fixed-return preferred equity.