Primer: Crown Castle Intl (CCI US) - Sep 2025
Strategic Pivot to Pure-Play Tower Company: Crown Castle is undergoing a significant transformation by divesting its fiber and small cell...
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JTOWER (4485 JP): DigitalBridge’s 162% Takeover Premium Offer Is Opportunistic
Despite the hefty takeover premium, the offer is light and opportunistically timed. Nevertheless, barring the emergence of activists, there seems...
489 Views
Equity Watch: The Trump versus Biden Basket
We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...
433 Views
S-REITs: Climate Disclosures and Inclusion in ESG-Related Equity Indexes
New SGX climate-related disclosure requirements based on ISSB's standards are more stringent than current requirements, most notably regarding...
541 Views
Risk-Off Signals Abating; Cyclicals Reassert as Rates Rise; Buying Fertilizer and Copper Stocks
Risk-off signals are abating which is an encouraging sign. Charts Highlighted: IWM, IWC, JETS, BAM, CBRE, INVH, JLL, HHC, JOE, MMI, APTS, CTO, AMT,...
371 Views