Bukit Sembawang - Sitting on Valuable Land; How Much Could It Be Worth?
SGX-listed real estate companies seem to be in exodus mode. In 1Q 2017, we have already seen Global Premium Hotels Ltd (GPHL SP) and International...
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Sabana REIT - EShang Emerges with a 5.01% Stake
According to SGX latest disclosures (link to filings), e-Shang Infinity Cayman Limited has become a substantial shareholder of Sabana Shariah...
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Kerry Logistics Network: An Attractively Diverse Portfolio...Or Just Maddeningly Unfocused?
OverviewFor a stock that seemingly has a lot going for it -- attractive valuations, exposure to Chinese domestic logistics, overwhelmingly positive...
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GLP – A Moving Target
Daniel Hellberg has been all over Global Logistic Properties Ltd (GLP SP) since May last year when it traded at S$1.82/share.There are now...
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Evolution of Our Thoughts on Global Logistic Property: From Fair Value to Takeout Price of S$3.55
This piece outlines our thoughts on establishing a target price for Global Logistic Properties Ltd (GLP SP) and how those thoughts have evolved...
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