Suntec REIT 3Q21 - Higher Topline and Gearing, Only Difference Is the Former Was One-Off
Suntec REIT (SUN SP) reported its 3Q21 business updates pre-market on 22 Oct 21. In this note, we will analyze its performance, current capital...
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RL Commerical REIT IPO: Valuation Insights
RLC REIT has set its final offer price at PHP6.45 per unit, which is 12% below the previous maximum price of PHP7.31 per unit. Our valuation...
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The Week That Was in ASEAN@Smartkama - Asian Exports, Thai Media, and Philippine Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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OUE Commercial REIT 4% Bonds - Neutral
OUE Commercial REIT (OUECT SP) issued a S$100mn 5-year bond at a yield of 4% yesterday. This Insight is a short note presenting our thoughts on...
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OUE Ltd. - Bonds Not Joining the Party
We rate the OUE Ltd (OUE SP) SGD bond due 2023 "Hold" at current levels, although they have not participated meaningfully in the recent rally in...
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