NTT DC REIT IPO - Decent Yield, Strong Local Backing, a Few Issues
Ntt Dc Reit (NTTDCR SP) (NDC), a data center REIT, aims to raise up to US$810m in its Singapore IPO. In this note, we look at its portfolio and...
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NTT DC REIT IPO - Thoughts on Valuation
NTT DC REIT (NTTDCR SP) (NDC), a data center REIT, aims to raise up to US$810m in its Singapore IPO. In this note, we talk about valuations.
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Japan Shopping Malls: More Proactive and Disciplined Post-Covid
Shopping malls rebound to pre-pandemic levels, prompting optimism for the future as better management drives efficiency. This is an in-depth...
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Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
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The Upcoming Chiyoda Corp (6366 JP) TOPIX and Nikkei Kickout
I have been lax in covering the Chiyoda Corp (6366 JP) situation because Mio Kato, CFA has been covering the stock and its situation for months...
711 Views