Research from SooChow CSSD Capital Markets (Asia), SCCM Asia Research

SCCM Asia Research

Research from SooChow CSSD Capital Markets (Asia)

Headquartered in Singapore, SooChow CSSD Capital Markets (Asia) is an investment bank focusing on emerging growth companies across Asia, providing a full suite of investment banking services, including corporate finance, mergers and acquisitions advisory, equity capital markets, institutional equities sales and trading and equities research.

SooChow CSSD Capital Markets (Asia)

Thematic (Sector/Industry)

<ul><li><a href="https://www.smartkarma.com/entities/frasers-logistics-commercial-trust" target="_blank" data-smartkarma-citation="entities:22748" rel="noopener">Frasers Logistics &amp; Commercial Trust (FLT SP)</a> 1H22 DPU +1.3% YoY; Healthy reversions with ample debt headroom for next inorganic moves </li><li><a href="https://www.smartkarma.com/entities/aims-amp-capital-industrial" target="_blank" data-smartkarma-citation="entities:933" rel="noopener">AIMS APAC REIT (AAREIT SP)</a> is in exclusive due diligence with Avaya House in AUS, but no binding agreement yet</li><li>Sino-Ocean has exercised options to purchase Dasin Retail Trust (DASIN SP)</li></ul>

Frasers Logistics &amp; Commercial Trust (FLT SP) 1H22 DPU +1.3% YoY; Healthy reversions with ample debt headroom for next inorganic moves AIMS APAC REIT (AAREIT SP) is in exclusive due diligence with Avaya House in AUS, but no binding agreement yetSino-Ocean has exercised options to purchase Dasin Retail Trust (DASIN SP)

ASEAN Builder's Scoop (6May22) - FLT Ample Debt Headroom for Inorganic Moves

<ul><li><a href="https://www.smartkarma.com/entities/keppel-dc-reit" target="_blank" data-smartkarma-citation="entities:85" rel="noopener">Keppel DC REIT (KDCREIT SP)</a> 2H21 DPU +2.8% YoY; Rising portfolio valuations as Cap rates tighten in APAC</li><li><a href="https://www.smartkarma.com/entities/parkway-life-reit" target="_blank" data-smartkarma-citation="entities:13422" rel="noopener">Parkway Life REIT (PREIT SP)</a> Parkway Life REIT (PREIT SP) 4Q21 DPU came in flat; Consistently expensive but delivering stable results</li><li><a href="https://www.smartkarma.com/entities/capitaland-integrated-commercial-trust" target="_blank" data-smartkarma-citation="entities:105" rel="noopener">Capitaland Integrated Commercial Trust (CICT SP)</a> CapitaLand Integrated Commercial Trust (CICT SP) to sell JCube at &lt;4% yield; Received a 10yrs ROFR on the potential redevelopment of the site  </li></ul>

Keppel DC REIT (KDCREIT SP) 2H21 DPU +2.8% YoY; Rising portfolio valuations as Cap rates tighten in APACParkway Life REIT (PREIT SP) Parkway Life REIT (PREIT SP) 4Q21 DPU came in flat; Consistently expensive but delivering stable resultsCapitaland Integrated Commercial Trust (CICT SP) CapitaLand Integrated Commercial Trust (CICT SP) to sell JCube at &lt;4% yield; Received a 10yrs ROFR on the potential redevelopment of the site  

ASEAN Builder's Scoop (25Jan22) - KDCREIT Rising Portfolio Valuations

Thailand

Supalai Public Company Limited is a real estate development company in Thailand and Australia. It develops residential properties, including detached houses, duplex houses, townhouses, and condominiums under the Supalai brand, as well as office buildings, hotels, resorts, and shopping centers. The company was founded in 1989 and is headquartered in Bangkok, Thailand.

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Supalai (SPALI TB)

ASEAN Builder's Scoop (6May22) - FLT Ample Debt Headroom for Inorganic Moves

AAREIT in talks with Avaya House; Sino-Ocean exercised options to buy DASIN; SEC greenlights VREIT IPO; BKK office oversupply

SCCM Asia Research

ASEAN Builder's Scoop (25Jan22) - KDCREIT Rising Portfolio Valuations

PREIT consistently pricey as results stable; CICT sells JCube at <4% yield; FLT divests CSE at ~2.5% yield; YLLG sells out Shanghai project; SPALI...

SCCM Asia Research

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