Australia: Value Down Under Awaiting Confirmation. Here’s a Stock Basket That Scales
Australian shares have lagged for a while, but we see opportunity in a basket of trending stocks. We can scale up if the index improves, while...
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Santos (STO AU): Why FIRB Should Block ADNOC's Takeover
Santos Ltd (STO AU) dives ~11% after Abu Dhabi walks away, two days before a formal deadline. "Sensationally ended", as The Australian words it? I...
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Primer: APA Group (APA AU) - Nov 2025
APA Group is a dominant player in Australia's energy infrastructure sector, owning and operating a vast network of gas pipelines that deliver...
256 Views
Asia Real Estate Tracker (02-Jun-2026): GLP plans $3B IPO in Hong Kong this year.
GLP plans a $3B IPO in Hong Kong, while Mitsubishi and ESR invest $490M in Sydney logistics, and Mapletree raises $1.8B for an Asia logistics fund...
132 Views
Asia Real Estate Tracker (01-Jun-2026): Mapletree to raise $1.8B for Asia logistics fund.
Mapletree raised $1.8 billion for an Asia logistics fund, while Alyssa Partners acquired a Shibuya property for $300 million, and IOI's earnings...
131 Views