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

Equity Bottom-Up

Sunac China Holdings Limited is a real estate development company.

<ul><li>Sunac faces financial distress as China Cinda files new wind-up petition due to inability to repay debt.</li><li>Country Garden plans to reduce $11.6B offshore debt as home sales decline in current market conditions.</li><li>UOL from Singapore successfully invests $285M in Sydney office amid market revival, showcasing confidence in growth.</li></ul>

Sunac faces financial distress as China Cinda files new wind-up petition due to inability to repay debt.Country Garden plans to reduce $11.6B offshore debt as home sales decline in current market conditions.UOL from Singapore successfully invests $285M in Sydney office amid market revival, showcasing confidence in growth.

Asia Real Estate Tracker (12-Jan-2025): Sunac unable to repay debt on time due to new petition.

India Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

India Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

GNA Axles Ltd. manufactures automotive parts. The Company offers rear axle shafts, spindles, and splined Shafts for light and commercial vehicles. GNA Axles markets its products worldwide.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/gna-axles-ltd" target="_blank" data-smartkarma-citation="entities:28070:1" rel="noopener">GNA Axles Ltd (GNA IN)</a>  reported Q3FY25 results with Revenue/EBITDA/PAT growth of 5%, 11%, and 13%, respectively. The improvement in operating margin was driven by lower operating expenses.</li>
<li>In October 24, the company’s board approved a major capital expenditure program of INR 4 billion for manufacturing facilities and renewable energy.</li>
<li>The stock trades at an attractive valuation of 16x P/E for FY25 with 15% RoE and RoCE.</li>
</ul>



GNA Axles Ltd (GNA IN)  reported Q3FY25 results with Revenue/EBITDA/PAT growth of 5%, 11%, and 13%, respectively. The improvement in operating margin was driven by lower operating expenses.
In October 24, the company’s board approved a major capital expenditure program of INR 4 billion for manufacturing facilities and renewable energy.
The stock trades at an attractive valuation of 16x P/E for FY25 with 15% RoE and RoCE.


GNA Axles (INE934S01014): Steady Q3FY25 Earnings, Major Expansion and Sustainability Push

Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Akzo Nobel N.V. manufactures specialty chemicals. The Company offers decorative paints and coatings, surfactants, polymer, pulp and paper, bleaching and oxidizing, salt-chlorine, and other chemical products. Akzo Nobel serves customers worldwide.

<ul><li>In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency drive • Philips | to delay 4Q/FY24 results by 10 days • Sligro Food Group | consumers turning their backs on fast-food and home-delivered meals • Triodos Bank| settlement proposal will not be accepted by all DR holders • Verisure | considering listing of its shares with Euronext Amsterdam as one of the candidates</li></ul>

In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency drive • Philips | to delay 4Q/FY24 results by 10 days • Sligro Food Group | consumers turning their backs on fast-food and home-delivered meals • Triodos Bank| settlement proposal will not be accepted by all DR holders • Verisure | considering listing of its shares with Euronext Amsterdam as one of the candidates

Professional Special Situation Investor, TripleS Special Situation Investing

Triple S Special Situations Investing

Professional Special Situation Investor

TripleS Special Situation Investing

Professional Special Situation Investor with over 20 years of experience.

Event-Driven

CVS Group PLC provides animal veterinary and related services. The Company sells animal medicines and a range of pet products directly to consumers. CVS Group operates throughout the United Kingdom.

<ul>
<li>
CVS Group plc (“CVSG”) has seen its share price take a hit recently, but the decline seems to stem from two short-term issues rather than any real damage to the business fundamentals.
</li>
<li>
The first blow came in March 2024 when the UK’s Competition and Markets Authority (CMA) unexpectedly announced a nationwide review of veterinary services for household pets.
</li>
<li>
These investigations typically last 12 to 18 months, so we’re looking at a resolution by late 2025 with a mid term resolution being around the corner mid-year.
</li>
</ul>



CVS Group plc (“CVSG”) has seen its share price take a hit recently, but the decline seems to stem from two short-term issues rather than any real damage to the business fundamentals.


The first blow came in March 2024 when the UK’s Competition and Markets Authority (CMA) unexpectedly announced a nationwide review of veterinary services for household pets.


These investigations typically last 12 to 18 months, so we’re looking at a resolution by late 2025 with a mid term resolution being around the corner mid-year.



Founder at Stock Spin-off Investing, Stock Spin-Off Investing

Richard Howe

Founder at Stock Spin-off Investing

Stock Spin-Off Investing

Generate attractive returns by taking advantage of inefficiencies in the stock spin-off market.

Stock Spin-offs

Lions Gate Entertainment Corporation develops and distributes film entertainment contents. The Company produces motion pictures, television programming, animation, and digital media. Lions Gate Entertainment serves customers worldwide.

<ul>
<li>Galapagos NV (GLPG), a Belgian biotechnology company, announced on January 8, 2025, its plan to split into two publicly traded entities by mid-2025.</li>
<li>Vivendi (VIV), the French media conglomerate, has recently undergone a significant restructuring by spinning off several of its key divisions into independent entities.</li>
<li>On December 30, 2024, Lions Gate Entertainment (LGFA/LGFB) filed its latest proxy related to the spin-off of Lionsgate Studios (LION). <a href="https://www.bamsec.com/filing/119312524287096?cik=929351" target="_blank" rel="noopener">You can read it here</a>.</li>
</ul>


Galapagos NV (GLPG), a Belgian biotechnology company, announced on January 8, 2025, its plan to split into two publicly traded entities by mid-2025.
Vivendi (VIV), the French media conglomerate, has recently undergone a significant restructuring by spinning off several of its key divisions into independent entities.
On December 30, 2024, Lions Gate Entertainment (LGFA/LGFB) filed its latest proxy related to the spin-off of Lionsgate Studios (LION). You can read it here.


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Asia Real Estate Tracker (12-Jan-2025): Sunac unable to repay debt on time due to new petition.

China's Sunac faces financial struggles, while Country Garden and UOL make strategic moves in the real estate market to navigate economic challenges.

Asia Real Estate Tracker

GNA Axles (INE934S01014): Steady Q3FY25 Earnings, Major Expansion and Sustainability Push

GNA Axles reported steady Q3FY25 results, with YoY growth in revenue and profitability. It presents a cyclical opportunity - with sales growth...

Sreemant Dudhoria

What's New(s) in Amsterdam - 13 January (ABN Amro | AkzoNobel | Philips | Sligro Food Group | Triodos Bank | Verisure)

In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency...

The IDEA!

CVSG: A Special Sit with 2x Potential

CVS Group plc (“CVSG”) has seen its share price take a hit recently, but the decline seems to stem from two short-term issues rather than any real...

Triple S Special Situations Investing

Weekly Update: January 10, 2025

Galapagos NV (GLPG), a Belgian biotechnology company, announced on January 8, 2025, its plan to split into two publicly traded entities by mid-2025.

Richard Howe

Asia Real Estate Tracker (12-Jan-2025): Sunac unable to repay debt on time due to new petition.

China's Sunac faces financial struggles, while Country Garden and UOL make strategic moves in the real estate market to navigate economic challenges.

Asia Real Estate Tracker

GNA Axles (INE934S01014): Steady Q3FY25 Earnings, Major Expansion and Sustainability Push

​GNA Axles reported steady Q3FY25 results, with YoY growth in revenue and profitability. It presents a cyclical opportunity - with sales growth...

Sreemant Dudhoria

What's New(s) in Amsterdam - 13 January (ABN Amro | AkzoNobel | Philips | Sligro Food Group | Triodos Bank | Verisure)

In this edition: • ABN Amro | intends to propose Marguerite Bérard (1977) as new CEO • AkzoNobel | next step in its industrial efficiency...

The IDEA!

CVSG: A Special Sit with 2x Potential

CVS Group plc (“CVSG”) has seen its share price take a hit recently, but the decline seems to stem from two short-term issues rather than any real...

Triple S Special Situations Investing

Weekly Update: January 10, 2025

Galapagos NV (GLPG), a Belgian biotechnology company, announced on January 8, 2025, its plan to split into two publicly traded entities by mid-2025.

Richard Howe

GNA Axles reported steady Q3FY25 results, with YoY growth in revenue and profitability. It presents a cyclical opportunity - with sales growth...