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>GLP aims to bounce back from a $1.8B loss by selling its international funds business.</li><li>BlackRock, Centurion, Coliwoo, and Arch are exploring residential opportunities at the Singapore Forum.</li><li>The goal is to create a mutually beneficial situation for investors and occupiers through these discussions.</li></ul>

GLP aims to bounce back from a $1.8B loss by selling its international funds business.BlackRock, Centurion, Coliwoo, and Arch are exploring residential opportunities at the Singapore Forum.The goal is to create a mutually beneficial situation for investors and occupiers through these discussions.

Asia Real Estate Tracker (09-May-2025): GLP to right ship post $1.8B loss.

<ul><li>Centurion is considering an REIT IPO amidst a rebound in Singapore property trusts, indicating positive market sentiment.</li><li>Microsoft plans to make a significant investment of $3 billion in India's digital infrastructure, the largest commitment in Asia.</li><li>Hong Kong is testing the market by announcing a land tender following the successful sale of an MTR plot, signaling confidence in the property sector.</li></ul>

Centurion is considering an REIT IPO amidst a rebound in Singapore property trusts, indicating positive market sentiment.Microsoft plans to make a significant investment of $3 billion in India's digital infrastructure, the largest commitment in Asia.Hong Kong is testing the market by announcing a land tender following the successful sale of an MTR plot, signaling confidence in the property sector.

Asia Real Estate Tracker (09-Jan-2025): Centurion explores REIT IPO as Singapore trusts rebound.

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>On the 18th June, personal computer parts and accessories play <a href="https://www.smartkarma.com/entities/pc-partner-group-ltd" target="_blank" data-smartkarma-citation="entities:8492:1" rel="noopener">PC Partner (1263 HK)</a> (PCP) announced a SGX listing was under consideration; and a <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2024/0618/2024061800917.pdf" target="_blank" rel="noopener">possible withdrawal of the HKEx listing</a>.</li>
<li>PCP's<a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2024/0830/2024083002822.pdf" target="_blank" rel="noopener"> 30th August announcement</a> provided clarity on a step-by-step approach for the HKEx withdrawal. I recently held zooms with the SFC and SGX for added clarification.</li>
<li>PCP's exchange relocation is predicated on PCP's operational expansion into new markets, in particular, Southeast Asia. How and when the SGX becomes the preferred trading exchange  remains an unanswered question. </li>
</ul>


On the 18th June, personal computer parts and accessories play PC Partner (1263 HK) (PCP) announced a SGX listing was under consideration; and a possible withdrawal of the HKEx listing.
PCP's 30th August announcement provided clarity on a step-by-step approach for the HKEx withdrawal. I recently held zooms with the SFC and SGX for added clarification.
PCP's exchange relocation is predicated on PCP's operational expansion into new markets, in particular, Southeast Asia. How and when the SGX becomes the preferred trading exchange  remains an unanswered question. 


PC Partner (1263 HK): Goodbye Hong Kong; Hello Singapore

<ul>
<li>Back on the 18th June, personal computer parts and accessories play <a href="https://www.smartkarma.com/entities/pc-partner-group-ltd" target="_blank" data-smartkarma-citation="entities:8492:1" rel="noopener">PC Partner (1263 HK) </a> <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2024/0618/2024061800917.pdf" target="_blank" rel="noopener">announced</a> a SGX listing was under consideration; and a possible withdrawal of the HKEx listing.</li>
<li>This development was discussed in <a href="https://skr.ma/HC3Sv" target="_blank" rel="noopener">PC Partner (1263 HK) Muses SGX Listing &amp; HKEx Withdrawal</a>.  PC Partner subsequently <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2024/0624/2024062400546.pdf" target="_blank" rel="noopener">announced</a> a privatisation would not accompany any proposed withdrawal (should it happens).</li>
<li>My recent discussions with SFC confirms this is possible. And there was a recent precedent. But there may be caveats.</li>
</ul>


Back on the 18th June, personal computer parts and accessories play PC Partner (1263 HK)  announced a SGX listing was under consideration; and a possible withdrawal of the HKEx listing.
This development was discussed in PC Partner (1263 HK) Muses SGX Listing &amp; HKEx Withdrawal.  PC Partner subsequently announced a privatisation would not accompany any proposed withdrawal (should it happens).
My recent discussions with SFC confirms this is possible. And there was a recent precedent. But there may be caveats.


Further "SGX Listing & HKEx Withdrawal" Musings

China Yongda Automobile Services Hldg / Event-Driven

<ul>
<li>The data in this insight is collated from the "shareholding disclosure" <a href="https://www2.hkexnews.hk/Shareholding-Disclosures/Disclosure-of-Interests?sc_lang=en" target="_blank" rel="noopener">link</a> on the HKEx website. </li>
<li>Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. </li>
<li>This insight also flags those companies where shares have been pledged, both recently and ongoing.</li>
</ul>


The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. 
Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. 
This insight also flags those companies where shares have been pledged, both recently and ongoing.


Hong Kong CEO & Director Dealings - 11th July 2022

Singapore

Centurion Corporation Limited owns, develops and manages quality, purpose-built workers accommodation assets in Singapore and Malaysia, and student accommodation assets in Australia, South Korea, the United Kingdom and the United States.

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Centurion Corp (6090 HK)

Asia Real Estate Tracker (09-May-2025): GLP to right ship post $1.8B loss.

GLP aims to recover from $1.8B loss by selling international funds business, while BlackRock, Centurion, Coliwoo, and Arch discuss residential...

Asia Real Estate Tracker

Asia Real Estate Tracker (09-Jan-2025): Centurion explores REIT IPO as Singapore trusts rebound.

Centurion is considering an REIT IPO amidst a rebound in Singapore property trusts, indicating positive market sentiment.

Asia Real Estate Tracker

PC Partner (1263 HK): Goodbye Hong Kong; Hello Singapore

The exchange relocation is predicated on PCP's operational expansion into new markets, inotably, SE Asia. How and when the SGX becomes the...

David Blennerhassett

Further "SGX Listing & HKEx Withdrawal" Musings

IF a HK-listed company secures a dual-primary listing on a reputable bourse, an ordinary resolution can withdraw its HK listing. But, presuamably,...

David Blennerhassett

Hong Kong CEO & Director Dealings - 11th July 2022

Attached is an overview of the latest director & CEO dealings lifted from statutory filings since the beginning of July. China Yongda (3669 HK)...

David Blennerhassett

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