Singapore Property -Â Muted Share Price Reaction to Collective Sales. What Could Be the Next Driver?
Since the beginning of this current collective sale cycle in 1H 2017, developers have spent a total of S$16.4 bil replenishing their land bank. The...
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Singapore Property – Large-Caps with Growth Pipeline and Strong Balance Sheet Remains in Favor
During the month of March, Singapore property market continued to deliver positive newsflow that benefited the share price performance of Singapore...
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Wharf's Spin-Off Presents an Opportunity in Wheelock
Wharf Holdings Ltd (4 HK)Â went ex-entitlement on the 16th of November and adjusted by HK$46.10 per share for Wharf Real Estate Investment (1997 HK)...
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Last Week, in Event SPACE (11 June 2017)
In this note, Oriental Land Co Ltd (4661 JP) takes the Mickey with parent Keisei Electric Railway Co (9009 JP), New World Dept Store China (825 HK)...
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The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
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