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

Thematic (Sector/Industry)

<ul><li>Rava’s Barwon has successfully acquired Peninsula Private Hospital for $208 million from Australian Unity.</li><li>Blackstone's Horizon has reported a significant 36% increase in EBITDA and reduced losses post-IPO in India.</li><li>NFD Korea has begun construction on a substantial 300MW AI data center campus located in Danjin.</li></ul>

Rava’s Barwon has successfully acquired Peninsula Private Hospital for $208 million from Australian Unity.Blackstone's Horizon has reported a significant 36% increase in EBITDA and reduced losses post-IPO in India.NFD Korea has begun construction on a substantial 300MW AI data center campus located in Danjin.

Asia Real Estate Tracker (14-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

<ul><li>Brookfield has acquired an 11-hectare former Ford site in Melbourne for an industrial estate development.</li><li>Blackstone has appointed Levine and Cutaia as co-heads of real estate following Meghji's departure.</li><li>Centurion plans to acquire a $53 million worker dormitory in Johor, boosting its capacity in Malaysia by 22%.</li></ul>

Brookfield has acquired an 11-hectare former Ford site in Melbourne for an industrial estate development.Blackstone has appointed Levine and Cutaia as co-heads of real estate following Meghji's departure.Centurion plans to acquire a $53 million worker dormitory in Johor, boosting its capacity in Malaysia by 22%.

Asia Real Estate Tracker (10-Sep-2026): Brookfield acquires 11-hectare Melbourne industrial site.

Derivatives and Quantitative Strategist

Gaudenz Schneider

Equity Derivatives

<ul>
<li>
Context: This Insight provides volatility cones for the Hang Seng and eight prominent Hong Kong stocks. Volatility cones provide the framework to evaluate whether options are trading cheap or rich.</li>
<li>
Highlights: Hong Kong equity IV remains selective rather than systemic—index volatility is benign, while dispersion across stocks creates targeted pre-earnings opportunities</li>
<li>
Why Read: Spot opportunities, assess regime shifts, and manage risk effectively — volatility cones turn complex data into actionable insights for traders and investors.</li>
</ul>



Context: This Insight provides volatility cones for the Hang Seng and eight prominent Hong Kong stocks. Volatility cones provide the framework to evaluate whether options are trading cheap or rich.

Highlights: Hong Kong equity IV remains selective rather than systemic—index volatility is benign, while dispersion across stocks creates targeted pre-earnings opportunities

Why Read: Spot opportunities, assess regime shifts, and manage risk effectively — volatility cones turn complex data into actionable insights for traders and investors.


HK Vola Cones: Calm HSI, HSBC (5 HK) Historically Rich

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

<ul><li>RHB raises Lum Chang Creations' target price to 59 cents after contract win.</li><li>DBS keeps 'buy' rating and $35.50 target price on Jardine C&amp;C.</li><li>Analysts stay positive on UI Boustead REIT despite NPI miss.</li></ul>

RHB raises Lum Chang Creations' target price to 59 cents after contract win.DBS keeps 'buy' rating and $35.50 target price on Jardine C&amp;C.Analysts stay positive on UI Boustead REIT despite NPI miss.

Singapore Market Roundup (05-Aug-2026): RHB increases Lum Chang Creations' target price to 59

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

Equity Bottom-Up

<ul>
<li>We focus on the worsening credit metrics at HSBC, especially where stage 2 loan growth is not being matched by ECL</li>
<li>There appears to be great deterioration in 3Q25 alone for its HK and CH commercial real estate lending, just as it raises its investment in Hang Seng Bank</li>
<li>With migration from stage 2 to stage 3 in some regions being likely, there is every likelihood that HSBC will see continued high growth in credit costs</li>
</ul>


We focus on the worsening credit metrics at HSBC, especially where stage 2 loan growth is not being matched by ECL
There appears to be great deterioration in 3Q25 alone for its HK and CH commercial real estate lending, just as it raises its investment in Hang Seng Bank
With migration from stage 2 to stage 3 in some regions being likely, there is every likelihood that HSBC will see continued high growth in credit costs


HSBC - 3Q25 Results Are Out, Major Deterioration in Credit Metrics

United Kingdom

HSBC Holdings Plc is a global universal bank and financial services organization. It provides a wide range of services including retail banking, wealth management, commercial banking, and investment banking, along with products such as credit cards, mortgages, asset management, and insurance. The company was founded in British Hong Kong in 1865 and is headquartered in London, England.

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HSBC (5 HK)

Asia Real Estate Tracker (14-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

Rava’s Barwon buys Peninsula Private Hospital for $208M, while Blackstone's Horizon sees a 36% EBITDA rise; APAC real estate news includes major...

Asia Real Estate Tracker

Asia Real Estate Tracker (10-Sep-2026): Brookfield acquires 11-hectare Melbourne industrial site.

Brookfield acquires a former Ford site in Melbourne for an industrial estate, while Blackstone promotes Levine and Cutaia; Centurion buys a $53M...

Asia Real Estate Tracker

HK Vola Cones: Calm HSI, HSBC (5 HK) Historically Rich

Discover targeted option opportunities in Hong Kong stocks using volatility cones to assess option pricing and manage risk effectively.

Gaudenz Schneider

Singapore Market Roundup (05-Aug-2026): RHB increases Lum Chang Creations' target price to 59

RHB raises Lum Chang Creations' target to 59 cents post-contract win. DBS maintains 'buy' on Jardine C&C at $35.50. Analysts remain positive on UI...

Singapore Market Roundup

HSBC - 3Q25 Results Are Out, Major Deterioration in Credit Metrics

With 3Q25 results out just over 1 hour ago, we can see clearly, major deterioration in credit metrics, especially stage 2 loans and relative growth...

Daniel Tabbush

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Asia Real Estate Tracker (14-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

Rava’s Barwon buys Peninsula Private Hospital for $208M, while Blackstone's Horizon sees a 36% EBITDA rise; APAC real estate news includes major...

Asia Real Estate Tracker

Asia Real Estate Tracker (10-Sep-2026): Brookfield acquires 11-hectare Melbourne industrial site.

Brookfield acquires a former Ford site in Melbourne for an industrial estate, while Blackstone promotes Levine and Cutaia; Centurion buys a $53M...

Asia Real Estate Tracker

HK Vola Cones: Calm HSI, HSBC (5 HK) Historically Rich

​Discover targeted option opportunities in Hong Kong stocks using volatility cones to assess option pricing and manage risk effectively.

Gaudenz Schneider

Singapore Market Roundup (05-Aug-2026): RHB increases Lum Chang Creations' target price to 59

RHB raises Lum Chang Creations' target to 59 cents post-contract win. DBS maintains 'buy' on Jardine C&C at $35.50. Analysts remain positive on UI...

Singapore Market Roundup

HSBC - 3Q25 Results Are Out, Major Deterioration in Credit Metrics

With 3Q25 results out just over 1 hour ago, we can see clearly, major deterioration in credit metrics, especially stage 2 loans and relative growth...

Daniel Tabbush

Discover targeted option opportunities in Hong Kong stocks using volatility cones to assess option pricing and manage risk effectively.