Takeaways from FCL's Germany Logistics Portfolio Acquisition and Thoughts on S-REIT Implications
Towards the end of 2017, there are acquisitions signed notably i) Frasers Centrepoint Ltd (FCL SP)'s acquisition of a portfolio of 6 logistics...
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Confessions of a Shipping Analyst (Or, 'Voyage of the Damned, Asian Equity Research Version')
At the risk of making Smartkarma (SMARTKARMA SP) seem like a New Orleans confessional the day after Mardi Gras, here's another analyst 'confession'...
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The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
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The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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The Week that Was in Greater China@SmartKarma: GLP, Hopefluent, IKang
This is the 10th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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