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

Jardine Matheson Holdings / Equity Bottom-Up

<ul><li>70% of Senior Directors are confident in data centres, showing faith in their reliability and efficiency despite challenges.</li><li>HPL's acquisition of InterContinental Auckland for $102M marks its entry into the New Zealand market, expanding its portfolio.</li><li>Stuart Grant's appointment as head of Hongkong Land's $8B Shanghai project highlights the company's commitment to growth and development in the region.</li></ul>

70% of Senior Directors are confident in data centres, showing faith in their reliability and efficiency despite challenges.HPL's acquisition of InterContinental Auckland for $102M marks its entry into the New Zealand market, expanding its portfolio.Stuart Grant's appointment as head of Hongkong Land's $8B Shanghai project highlights the company's commitment to growth and development in the region.

Asia Real Estate Tracker (06-Mar-2025): 7/10 Senior Directors Confident in Data Centres, But Talent Shortage Will Widen

Thematic (Sector/Industry)

<ul><li>Jardine Matheson reported stable full-year results, indicating consistent performance amid market changes.</li><li>Tokyo has been recognized as the leading city for real estate investment in the Asia-Pacific region for three years running.</li><li>JD Property aims to enhance its global footprint by targeting three significant markets by the year 2025.</li></ul>

Jardine Matheson reported stable full-year results, indicating consistent performance amid market changes.Tokyo has been recognized as the leading city for real estate investment in the Asia-Pacific region for three years running.JD Property aims to enhance its global footprint by targeting three significant markets by the year 2025.

Asia Real Estate Tracker (25-Nov-2025): Jardine Matheson Reports Stable Full-Year Results

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

<ul>
<li>RHB's Natarajan maintains IREIT Global's target price at 35 cents. uSmart places 'hold' on Kimly amid stagnant income growth.</li>
<li>uSMART starts 'buy' on Starhill Global REIT, target price at 67 cents. CGS International maintains 'add' on Sanli Environmental, lowers target price post-placement.</li>
<li>Analysts remain positive on CSE Global after 3QFY2025 update and potential DC wins.</li>
</ul>


RHB's Natarajan maintains IREIT Global's target price at 35 cents. uSmart places 'hold' on Kimly amid stagnant income growth.
uSMART starts 'buy' on Starhill Global REIT, target price at 67 cents. CGS International maintains 'add' on Sanli Environmental, lowers target price post-placement.
Analysts remain positive on CSE Global after 3QFY2025 update and potential DC wins.


Singapore Market Roundup (25-Nov-2025): RHB's Natarajan keeps IREIT Global's target price at 35c.

<ul>
<li>Morningstar maintains US$7.10 target on undervalued Hongkong Land. Singapore tourism benefits from China trip cancellations, says DBS.</li>
<li>UBS values Sembcorp Industries at $7.65 due to a value unlock.</li>
<li>Analysts maintain ‘buy’ ratings on Centurion Corp after 3QFY2025 update. BRC Asia's 2HFY2025 earnings fall 5% y-o-y to $52.2 million.</li>
</ul>


Morningstar maintains US$7.10 target on undervalued Hongkong Land. Singapore tourism benefits from China trip cancellations, says DBS.
UBS values Sembcorp Industries at $7.65 due to a value unlock.
Analysts maintain ‘buy’ ratings on Centurion Corp after 3QFY2025 update. BRC Asia's 2HFY2025 earnings fall 5% y-o-y to $52.2 million.


Singapore Market Roundup (24-Nov-2025): Morningstar keeps US$7.10 target on Hongkong Land.

<ul><li>Brookfield is launching a $100 billion AI infrastructure initiative with Nvidia and KIA to boost tech capabilities.</li><li>Link REIT is pursuing acquisitions of Australian malls while facing a 3.4% income decline from Greater China.</li><li>Hongkong Land experienced a 13% profit drop in Q3, primarily due to lower contributions from its central operations.</li></ul>

Brookfield is launching a $100 billion AI infrastructure initiative with Nvidia and KIA to boost tech capabilities.Link REIT is pursuing acquisitions of Australian malls while facing a 3.4% income decline from Greater China.Hongkong Land experienced a 13% profit drop in Q3, primarily due to lower contributions from its central operations.

Asia Real Estate Tracker (21-Nov-2025): Brookfield unveils $100B AI infrastructure plan.

Singapore

Jardine Matheson Holdings Limited is a multinational enterprise with a portfolio of businesses focused on the Asia-Pacific region. The Group's activities include financial services, supermarkets, consumer marketing, engineering and construction, automobile trading, insurance broking, property investment, and hotels.

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Jardine Matheson Holdings (JM SP)

Asia Real Estate Tracker (06-Mar-2025): 7/10 Senior Directors Confident in Data Centres, But Talent Shortage Will Widen

Senior Directors optimistic about data centres but concerned about talent shortage, HPL acquires InterContinental Auckland for $102M, Hongkong Land...

Asia Real Estate Tracker

Asia Real Estate Tracker (25-Nov-2025): Jardine Matheson Reports Stable Full-Year Results

Jardine Matheson reports stable results, with PAG's Pan leading future developments, while Tokyo remains the top real estate investment city, and...

Asia Real Estate Tracker

Singapore Market Roundup (25-Nov-2025): RHB's Natarajan keeps IREIT Global's target price at 35c.

RHB keeps IREIT Global's target price at 35 cents; uSMART holds Kimly due to stagnant growth and starts 'buy' on Starhill Global REIT with a target...

Singapore Market Roundup

Singapore Market Roundup (24-Nov-2025): Morningstar keeps US$7.10 target on Hongkong Land.

Morningstar sets a $7.10 target for Hongkong Land. DBS notes Singapore tourism gains from China trip cancellations, while UBS values Sembcorp...

Singapore Market Roundup

Asia Real Estate Tracker (21-Nov-2025): Brookfield unveils $100B AI infrastructure plan.

Brookfield launches a $100 billion AI initiative with Nvidia and KIA, while Link REIT bids for Australian malls amid a 3.4% income drop, and...

Asia Real Estate Tracker

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