Asia Real Estate Equities: In Search of Value in the Asia Ex-Japan Property Developer Universe
Following our insight, CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant? which illustrated the...
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The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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Singapore Residential Sector: Would Minsky Buy a Unit Now?
The enbloc sales fever is now on and with the first uptick in private home price increase after 15 quarters of sequential decline in 3Q17, many...
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S-REIT Weekly: What Transpired in the S-REIT Scene - Credit Rating Downgrades, Office Positive
This is a weekly summary covering the week of 25 Sept 2017 on news flow reported in the media and updates on the Singapore REIT (S-REIT) sector,...
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Steep DC Rate Hike Another Datapoint Vindicating Residential Price Recovery in Play
The Singapore government has just recently raised the development charge (DC) rates for several land use groups, with the most significant...
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