Last Week in Event SPACE – SK Telecom, Hitachi Kokusai, Samsung, Softbank, Swire
This week, a thorough analysis of SK Telecom (017670 KS)'s expected carve-up; KKR ups its offer for Hitachi Kokusai Electric Inc (6756 JP) as...
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Wharf - Cui Bono?
Wharf Holdings Ltd (4 HK) touched an all-time high (+13.95%) yesterday after announcing the listing of its Hong Kong investment property (IP) is at...
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1Q Results Show Strong Office and Recovering Retail
Swire Property has reported first-quarter 2017 operating results. In Hong Kong, the office portfolio continued to perform well, in line with our...
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Last Week, in Event SPACE (15 May 2017)
In this note, Obayashi Road Corp (1896 JP) received an underwhelming offer; Television Broadcasts Ltd (511 HK) obtains the necessary buyout waiver...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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