Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Thematic (Sector/Industry)

<ul><li>SpaceX (SPCX) and Berkshire Hathaway (BRK), naturally not an apples to apples comparison, but a very ‘valuation’ kind of comparison and food for thought.</li><li>To begin with, when SpaceX IPO-ed, many of you will recall this chart that I posted:</li><li>SpaceX (SPCX) at $2.1 trillion market capitalisation. Berkshire Hathaway (BRKB) at $1.05 market cap</li></ul>

SpaceX (SPCX) and Berkshire Hathaway (BRK), naturally not an apples to apples comparison, but a very ‘valuation’ kind of comparison and food for thought.To begin with, when SpaceX IPO-ed, many of you will recall this chart that I posted:SpaceX (SPCX) at $2.1 trillion market capitalisation. Berkshire Hathaway (BRKB) at $1.05 market cap

SpaceX & Berkshire, Fair Isaac, Blackrock, Margin Loans + S&P 500 ATHs & Valuation

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

<ul>
<li>Igis has made a significant investment by acquiring Doosan Tower in Seoul for $612 million.</li>
<li>BGO has teamed up with Investa and Cliffbrook to purchase Dexus Australian offices for $505.5 million.</li>
<li>Singapore's CBD office rents are expected to rise by up to 5% by 2026 due to ongoing supply constraints.</li>
</ul>


Igis has made a significant investment by acquiring Doosan Tower in Seoul for $612 million.
BGO has teamed up with Investa and Cliffbrook to purchase Dexus Australian offices for $505.5 million.
Singapore's CBD office rents are expected to rise by up to 5% by 2026 due to ongoing supply constraints.


Asia Real Estate Tracker (28-Jul-2026): Igis closes $612M deal for Seoul's Doosan Tower.

<ul>
<li>BlackRock is seeking a founder after a default in China's cold chain sector, indicating market challenges.</li>
<li>Charter Hall has successfully acquired a $725 million office precinct in Sydney from Lendlease, enhancing its portfolio.</li>
<li>Thailand's government has approved $27 billion in data center investments, driven by TikTok's significant expansion.</li>
</ul>


BlackRock is seeking a founder after a default in China's cold chain sector, indicating market challenges.
Charter Hall has successfully acquired a $725 million office precinct in Sydney from Lendlease, enhancing its portfolio.
Thailand's government has approved $27 billion in data center investments, driven by TikTok's significant expansion.


Asia Real Estate Tracker (08-May-2026): BlackRock targets founder post China cold chain default.

<ul>
<li>NextDC in Australia has announced a significant $1.6 billion capital plan, with La Caisse increasing its investment stake.</li>
<li>In Singapore, SingHaiyi acquired a condo site for $692 million after its tender received no bids, indicating market challenges.</li>
<li>Dexus has paused its $780 million Melbourne tower project due to a sluggish office market, reflecting broader issues in the APAC real estate sector.</li>
</ul>


NextDC in Australia has announced a significant $1.6 billion capital plan, with La Caisse increasing its investment stake.
In Singapore, SingHaiyi acquired a condo site for $692 million after its tender received no bids, indicating market challenges.
Dexus has paused its $780 million Melbourne tower project due to a sluggish office market, reflecting broader issues in the APAC real estate sector.


Asia Real Estate Tracker (21-Apr-2026): Australia's NextDC announces $1.6B capital plan.

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

<ul>
<li>Indonesia's status as an emerging market is up for review due to various market anomalies, including a small free float, which rattled the market. </li>
<li>While active flows are quite sizeable, the real issue came from the passive flows, as there is no way to navigate around this. </li>
<li>Indonesia's prospect hinges on 1) the decision to increase free float to meet MSCI requirements and 2) whether the tycoons are willing to sell their stakes to raise free float. </li>
</ul>


Indonesia's status as an emerging market is up for review due to various market anomalies, including a small free float, which rattled the market. 
While active flows are quite sizeable, the real issue came from the passive flows, as there is no way to navigate around this. 
Indonesia's prospect hinges on 1) the decision to increase free float to meet MSCI requirements and 2) whether the tycoons are willing to sell their stakes to raise free float. 


United States

BlackRock, Inc. provides investment management services. The Company offers investment, advisory, and risk management services. BlackRock serves individuals, families, educational, governments, insurance companies, and non profit organizations worldwide.

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BlackRock (BLK US)

SpaceX & Berkshire, Fair Isaac, Blackrock, Margin Loans + S&P 500 ATHs & Valuation

SpaceX (SPCX) and Berkshire Hathaway (BRK), naturally not an apples to apples comparison, but a very ‘valuation’ kind of comparison and food for...

Maverick Equity Research

Asia Real Estate Tracker (28-Jul-2026): Igis closes $612M deal for Seoul's Doosan Tower.

Igis acquired Doosan Tower for $612M, BGO partnered for Dexus offices at $505.5M, and Singapore's CBD rents may rise 5% by 2026 amid ongoing supply...

Asia Real Estate Tracker

Asia Real Estate Tracker (08-May-2026): BlackRock targets founder post China cold chain default.

BlackRock seeks a founder after a cold chain default in China, while Charter Hall buys a $725M Sydney office; Thailand approves $27B in data...

Asia Real Estate Tracker

Asia Real Estate Tracker (21-Apr-2026): Australia's NextDC announces $1.6B capital plan.

Australia's NextDC announces a $1.6B capital plan, while SingHaiyi acquires a condo site for $692M; Dexus pauses a $780M project amid market...

Asia Real Estate Tracker

Indo Downgrade: Run Away or Buy?

Indonesia's emerging market status under review due to market anomalies, a focus on increasing free float, and tycoons selling stakes to raise...

Henry Soediarko

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

SpaceX & Berkshire, Fair Isaac, Blackrock, Margin Loans + S&P 500 ATHs & Valuation

SpaceX (SPCX) and Berkshire Hathaway (BRK), naturally not an apples to apples comparison, but a very ‘valuation’ kind of comparison and food for...

Maverick Equity Research

Asia Real Estate Tracker (28-Jul-2026): Igis closes $612M deal for Seoul's Doosan Tower.

Igis acquired Doosan Tower for $612M, BGO partnered for Dexus offices at $505.5M, and Singapore's CBD rents may rise 5% by 2026 amid ongoing supply...

Asia Real Estate Tracker

Asia Real Estate Tracker (08-May-2026): BlackRock targets founder post China cold chain default.

BlackRock seeks a founder after a cold chain default in China, while Charter Hall buys a $725M Sydney office; Thailand approves $27B in data...

Asia Real Estate Tracker

Asia Real Estate Tracker (21-Apr-2026): Australia's NextDC announces $1.6B capital plan.

Australia's NextDC announces a $1.6B capital plan, while SingHaiyi acquires a condo site for $692M; Dexus pauses a $780M project amid market...

Asia Real Estate Tracker

Indo Downgrade: Run Away or Buy?

​Indonesia's emerging market status under review due to market anomalies, a focus on increasing free float, and tycoons selling stakes to raise...

Henry Soediarko

Indonesia's emerging market status under review due to market anomalies, a focus on increasing free float, and tycoons selling stakes to raise...