Curator's Cut: BABA Hedges, Substantive Spin-Offs & Japanese Activist Situations
In this cut, we look at different approaches to hedge BABA exposure, review large recent spin-offs in Asia, and get a download of interesting...
688 Views
Centurion Accomodation REIT IPO Trading - Strong Institutional and Retail Demand
Centurion Accomodation REIT (CAREIT SP) (CAREIT) raised around US$600m in its Singapore IPO. In this note, we talk about the trading updates.
590 Views
Weekly Deals Digest (21 Sep) - Chery Auto, Zijin Gold, Centurion, Soft99, Mandom, Jinke, Shengjing
A weekly summary of key developments across ECM and Event-Driven names tracked by us across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
542 Views
Centurion Accommodation REIT IPO: The Investment Case
Centurion Accommodation REIT is seeking to raise up to US$600 million in an SGX IPO. In this note, I discuss the investment thesis.
1.2k Views
Asia Real Estate Tracker (09-May-2025): GLP to right ship post $1.8B loss.
GLP aims to recover from $1.8B loss by selling international funds business, while BlackRock, Centurion, Coliwoo, and Arch discuss residential...
387 Views