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>Sinar Mas has purchased Burberry's London headquarters for $174 million, impacting real estate.</li><li>JD and Partners Group are seeking banks for a Singapore REIT IPO amid market activity.</li><li>Far East and Chow Tai Fook have finalized a $2.5 billion acquisition of the Queen's Wharf Casino.</li></ul>

Sinar Mas has purchased Burberry's London headquarters for $174 million, impacting real estate.JD and Partners Group are seeking banks for a Singapore REIT IPO amid market activity.Far East and Chow Tai Fook have finalized a $2.5 billion acquisition of the Queen's Wharf Casino.

Asia Real Estate Tracker (02-Apr-2026): Sinar Mas buys Burberry's London HQ for $174M.

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of NIKKEI 225 in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION, Nippon Yusen Kabushiki Kaisha, Mitsubishi Materials.</li>
</ul>


We analysed the earning revision of component stocks of NIKKEI 225 in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION, Nippon Yusen Kabushiki Kaisha, Mitsubishi Materials.


NIKKEI 225 Index Earning Revision (Sep): Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION

<ul>
<li>We analysed the earning revision of component stocks of MS-Japan in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Toyota Motor, Nippon Yusen Kabushiki Kaisha, Mitsubishi UFJ Financial, Mitsui O.S.K. Lines, Recruit, Mitsubishi Chemical.</li>
</ul>


We analysed the earning revision of component stocks of MS-Japan in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Toyota Motor, Nippon Yusen Kabushiki Kaisha, Mitsubishi UFJ Financial, Mitsui O.S.K. Lines, Recruit, Mitsubishi Chemical.


MS-Japan Index Earning Revision (Sep): Toyota Motor, Nippon Yusen Kabushiki Kaisha, Recruit

Japanese Turnaround Situations, Short-Ideas, Azabu Research

Michael Allen

Japanese Turnaround Situations, Short-Ideas

Azabu Research

Azabu Research is a publishing and consulting firm focused on distressed equities in the Japanese market. We specialize in turnaround strategies, corporate combinations, divestitures, and restructuring.

Publisher of the Tokyo Turnaround Letter, which conducts the most thorough research possible of publicly available information, including forensic tests for fraudulent overstatement of assets and understatement of liabilities, as well as rigorous market and industry analysis to assess the underlying strengths of the company’s products or services, the appropriateness of the company’s turnaround strategy, and the skill of its current management team. The average length of a report exceeds 25 pages of text and tables, excluding any disclosures or executive summaries.

We have more than 30 years of experience in applying this process to distressed equities in Japan. Additionally, subscribers have free access to detailed, yet easily navigated earnings models for the target company as well as the top five comparable companies, and unlimited access to the analyst for follow-up questions.

Azabu Research also conducts be-spoke research on a project basis, and provides consulting services to companies looking to restructure, divest, make acquisitions, go public, or improve investor sentiment toward their stock.

Independent Research and Consulting Firm

<ul>
<li>Some of the investors who are betting on a sales tax cut are betting on all the wrong horses. </li>
<li>Even though any tax cuts are likely to focus on food, discretionary retailers could see their profits surge, while food retailers get nothing.</li>
<li>We have no idea if there will be any move on taxes. Investments that should work whether there is a tax cut or not include Yamada (9831) and Komeri (8218).</li>
</ul>


Some of the investors who are betting on a sales tax cut are betting on all the wrong horses. 
Even though any tax cuts are likely to focus on food, discretionary retailers could see their profits surge, while food retailers get nothing.
We have no idea if there will be any move on taxes. Investments that should work whether there is a tax cut or not include Yamada (9831) and Komeri (8218).


Japan's Sales Tax Cuts: How to Play Without Playing

Japan Specialist

Mark Chadwick

<ul>
<li>Japanese equities ended lower in a volatile week, pressured by global tech headwinds despite a strong Friday rally: Nikkei: -2.6% | TPX -1.2% | JPY 156 (+¥1.03) | 10Y 2.02%</li>
<li>Japan Steel Works (-15%), Fujikura (-14%), and Yaskawa (-13%) shares fell sharply this week on AI sentiment cooling and valuation worries; long-term themes in nuclear/defence, and AI/robotics remain intact.</li>
<li>Next week, thinned holiday trading expected; Friday's Tokyo CPI, unemployment, and retail sales data to test BoJ's post-rate-hike confidence.</li>
</ul>


Japanese equities ended lower in a volatile week, pressured by global tech headwinds despite a strong Friday rally: Nikkei: -2.6% | TPX -1.2% | JPY 156 (+¥1.03) | 10Y 2.02%
Japan Steel Works (-15%), Fujikura (-14%), and Yaskawa (-13%) shares fell sharply this week on AI sentiment cooling and valuation worries; long-term themes in nuclear/defence, and AI/robotics remain intact.
Next week, thinned holiday trading expected; Friday's Tokyo CPI, unemployment, and retail sales data to test BoJ's post-rate-hike confidence.


Japan Strategy Weekly | BoJ Hikes to 0.75% Amid Tech Headwinds; Nikkei -2.6%

Japan

AEON CO., LTD. operates general merchandise stores, supermarkets, and convenience stores throughout Japan. The Company is also engaged in women's and casual clothing store business, development business of commercial property, and financing service through the subsidiaries.

Price Gauge
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Aeon Co Ltd (8267 JP)

Asia Real Estate Tracker (02-Apr-2026): Sinar Mas buys Burberry's London HQ for $174M.

Indonesia's Sinar Mas buys Burberry's London HQ for $174M, while JD seeks banks for a Singapore REIT IPO, and OUE plans to sell its Indonesian...

Asia Real Estate Tracker

NIKKEI 225 Index Earning Revision (Sep): Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION

We analyzed NIKKEI 225's consensus for Sep 2026 and highlighted changes of EPS in Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION, Nippon...

Ke Yan, CFA, FRM

MS-Japan Index Earning Revision (Sep): Toyota Motor, Nippon Yusen Kabushiki Kaisha, Recruit

We analyzed MS-Japan's consensus for Sep 2026 and highlighted changes of EPS in Toyota Motor (7203 JP), Nippon Yusen Kabushiki Kaisha (9101 JP),...

Ke Yan, CFA, FRM

Japan's Sales Tax Cuts: How to Play Without Playing

Investors betting on a sales tax cut may be focusing on the wrong sectors, with discretionary retailers potentially benefiting far more than food...

Michael Allen

Japan Strategy Weekly | BoJ Hikes to 0.75% Amid Tech Headwinds; Nikkei -2.6%

Japanese equities fell due to global tech headwinds, with Japan Steel Works, Fujikura, and Yaskawa shares dropping sharply. BoJ hiked rates

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Asia Real Estate Tracker (02-Apr-2026): Sinar Mas buys Burberry's London HQ for $174M.

Indonesia's Sinar Mas buys Burberry's London HQ for $174M, while JD seeks banks for a Singapore REIT IPO, and OUE plans to sell its Indonesian...

Asia Real Estate Tracker

NIKKEI 225 Index Earning Revision (Sep): Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION

We analyzed NIKKEI 225's consensus for Sep 2026 and highlighted changes of EPS in Advantest, Kioxia, Fujikura, Tokyo Electron, TDK, ARCHION, Nippon...

Ke Yan, CFA, FRM

MS-Japan Index Earning Revision (Sep): Toyota Motor, Nippon Yusen Kabushiki Kaisha, Recruit

We analyzed MS-Japan's consensus for Sep 2026 and highlighted changes of EPS in Toyota Motor (7203 JP), Nippon Yusen Kabushiki Kaisha (9101 JP),...

Ke Yan, CFA, FRM

Japan's Sales Tax Cuts: How to Play Without Playing

​Investors betting on a sales tax cut may be focusing on the wrong sectors, with discretionary retailers potentially benefiting far more than food...

Michael Allen

Japan Strategy Weekly | BoJ Hikes to 0.75% Amid Tech Headwinds; Nikkei -2.6%

​Japanese equities fell due to global tech headwinds, with Japan Steel Works, Fujikura, and Yaskawa shares dropping sharply. BoJ hiked rates

Mark Chadwick

Investors betting on a sales tax cut may be focusing on the wrong sectors, with discretionary retailers potentially benefiting far more than food...

Japanese equities fell due to global tech headwinds, with Japan Steel Works, Fujikura, and Yaskawa shares dropping sharply. BoJ hiked rates