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

<ul><li>Hotel Indigo Auckland is up for sale by McVay Real Estate and Whillans Realty Group, offering a prime investment opportunity.</li><li>CDL Chairman accuses son of attempted coup, but Kwek remains CEO, ensuring stability within the company's leadership.</li><li>Mapletree makes a strategic move by buying a Hong Kong site for $473M at a significant discount, positioning itself for future growth.</li></ul>

Hotel Indigo Auckland is up for sale by McVay Real Estate and Whillans Realty Group, offering a prime investment opportunity.CDL Chairman accuses son of attempted coup, but Kwek remains CEO, ensuring stability within the company's leadership.Mapletree makes a strategic move by buying a Hong Kong site for $473M at a significant discount, positioning itself for future growth.

Asia Real Estate Tracker (27-Feb-2025): Hotel Indigo Auckland for Sale - McVay & Whillans Realty.

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Jardine Matheson Holdings / Equity Bottom-Up

<ul><li>Singapore's real estate sector grew 3.5% YoY in 4Q24, with a 0.2% expansion for the year 2024.</li><li>Hongkong Land aims to double profits and AUM to US$100 billion by 2035, focusing on ultra-premium properties.</li><li>Tuan Sing, Wee Hur, LHN, PropNex, and Centurion Corporation saw significant ADT growth over the past seven weeks.</li></ul>

Singapore's real estate sector grew 3.5% YoY in 4Q24, with a 0.2% expansion for the year 2024.Hongkong Land aims to double profits and AUM to US$100 billion by 2035, focusing on ultra-premium properties.Tuan Sing, Wee Hur, LHN, PropNex, and Centurion Corporation saw significant ADT growth over the past seven weeks.

Recent Market Highlights in the Real Estate Value Chain

<ul><li>In Oct, the STI generated a 0.7% decline in total return, with the FTSE ASEAN All-Share Index declining in total return and FTSE Asia Pacific Index declining 8%.</li><li>The trio of STI Banks averaged a 0.7% total return while the iEdge SG Adv Manufacturing Index declined 7% and the iEdge S-REIT Index declined 5.4%.</li><li>As detailed in the table above, among the 20 stocks that booked the highest net institutional inflow in Oct, Hongkong Land, Singapore Post, Wee Hur Holdings, DFI Retail Group Holdings and SATS generated the strongest total returns on the month, averaging 15.4% total returns.</li></ul>

In Oct, the STI generated a 0.7% decline in total return, with the FTSE ASEAN All-Share Index declining in total return and FTSE Asia Pacific Index declining 8%.The trio of STI Banks averaged a 0.7% total return while the iEdge SG Adv Manufacturing Index declined 7% and the iEdge S-REIT Index declined 5.4%.As detailed in the table above, among the 20 stocks that booked the highest net institutional inflow in Oct, Hongkong Land, Singapore Post, Wee Hur Holdings, DFI Retail Group Holdings and SATS generated the strongest total returns on the month, averaging 15.4% total returns.

HKL, SingPost & Wee Hur Led Net Institutional Inflow & Gainers in October

Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

<ul>
<li>HKL, a Central office landlord with more than 135 years of history, announced a strategy update, which we think is ambitious, dynamic, and bold</li>
<li>We think the strategic update is comprehensive, spreading across business operations, corporate governance and management alignment.  It will drive sustainable growth and deliver long-term shareholder’s returns</li>
<li>We think the proposed transformation can unlock value to shareholders, and tighten the NAV discount. </li>
</ul>


HKL, a Central office landlord with more than 135 years of history, announced a strategy update, which we think is ambitious, dynamic, and bold
We think the strategic update is comprehensive, spreading across business operations, corporate governance and management alignment.  It will drive sustainable growth and deliver long-term shareholder’s returns
We think the proposed transformation can unlock value to shareholders, and tighten the NAV discount. 


Hongkong Land HKL SP: A Strategic Update and on a Transformational Path

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>After publishing my insight (<a href="https://skr.ma/y1QWE" target="_blank" rel="noopener">Jardine Matheson (JM SP): Trading "Cheap"</a>) last week, my NAV calcs were called into question by some readers, when compared to street estimates.</li>
<li>Which is cool. I'm big enough to admit mistakes, where needed. So I've done some digging, including a back and forth with <a href="https://www.smartkarma.com/entities/jardine-matheson-holdings-ltd" target="_blank" data-smartkarma-citation="entities:19718:1" rel="noopener">Jardine Matheson Holdings (JM SP)</a>.</li>
<li>The upshot? I have not lead you astray. You've been coming to the right place.</li>
</ul>


After publishing my insight (Jardine Matheson (JM SP): Trading "Cheap") last week, my NAV calcs were called into question by some readers, when compared to street estimates.
Which is cool. I'm big enough to admit mistakes, where needed. So I've done some digging, including a back and forth with Jardine Matheson Holdings (JM SP).
The upshot? I have not lead you astray. You've been coming to the right place.


Jardine Matheson (JM SP): Squeezing More Life Out Of The NAV

Hong Kong

Hongkong Land is a major listed property investment, management and development group. 

The Group owns and manages more than 850,000 sq. m. of prime office and luxury retail property in key Asian cities, principally in Hong Kong, Singapore, Beijing and Jakarta.  The Group also has a number of high quality residential, commercial, and mixed-use projects under development in cities across Greater China and Southeast Asia.  In Singapore, its subsidiary, MCL Land, is a well-established residential developer.  

Hongkong Land Holdings Limited is incorporated in Bermuda and has a standard listing on the London Stock Exchange, with secondary listings in Bermuda and Singapore.  The Group’s assets and investments are managed from Hong Kong by Hongkong Land Limited.  Hongkong Land is a member of the Jardine Matheson Group.

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Hongkong Land (HKL SP)

Asia Real Estate Tracker (27-Feb-2025): Hotel Indigo Auckland for Sale - McVay & Whillans Realty.

Hotel Indigo Auckland is for sale by McVay Real Estate & Whillans Realty Group, while CDL Chairman accuses son of coup attempt, Kwek stays CEO....

Asia Real Estate Tracker

Recent Market Highlights in the Real Estate Value Chain

Singapore's real estate sector grew 3.5% YoY in 4Q24, with a 0.2% expansion for the year 2024. Hongkong Land aims to double profits and AUM to...

Singapore Exchange Ltd (SGX)

HKL, SingPost & Wee Hur Led Net Institutional Inflow & Gainers in October

In Oct, the STI generated a 0.7% decline in total return, with the FTSE ASEAN All-Share Index declining in total return and FTSE Asia Pacific...

Singapore Exchange Ltd (SGX)