The Week that Was in ASEAN@Smartkarma - Consumer Finance, Political Scenarios and Indonesian Banks
This week's offering across ASEAN@Smartkarma is as always an eclectic mix of both top-down and thematic insights, as well as equity bottom up. I...
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Oxley Holdings: Concentrated Bet on Singapore Property - Risky Leverage but Astute Move
Oxley Holdings Ltd (OHL SP) ("Oxley") is a property developer listed in Singapore since 2010. From early forays making its name in niche products...
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Yoma Strategic – Final Shortlists for Yangon Central Railway Development
The Union Government of Myanmar will select a winner for the tender of the Yangon Central Railway Comprehensive Development Project by next month...
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Singapore Residential Property: Recent Negative Newsflow Leaves More on the Table
There are polarising views on the Singapore residential market currently, with developers positive with their bullish land bids not taking a back...
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Asia Real Estate Equities: In Search of Value in the Asia Ex-Japan Property Developer Universe
Following our insight, CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant? which illustrated the...
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