Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>UOB Kay Hian raises Digital Core REIT TP to 99 US cents, highlighting positive developments in the company.</li><li>UOB Kay Hian maintains 'buy' rating on SingPost, stating that divestments are progressing as planned.</li><li>DBS notes that despite a soft Singapore retail sector, premium groceries have long-term potential for growth. UOB Kay Hian also reveals top Malaysian stock picks in property, construction, and energy sectors.</li></ul>

UOB Kay Hian raises Digital Core REIT TP to 99 US cents, highlighting positive developments in the company.UOB Kay Hian maintains 'buy' rating on SingPost, stating that divestments are progressing as planned.DBS notes that despite a soft Singapore retail sector, premium groceries have long-term potential for growth. UOB Kay Hian also reveals top Malaysian stock picks in property, construction, and energy sectors.

Singapore Market Roundup (09-Jan-2025): UOB Kay Hian raises Digital Core REIT TP to 99 US cents.

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

Equity Bottom-Up

Central China Real Estate / Equity Bottom-Up

<ul><li>CPPIB is set to sell a China mall to Dajia Insurance for $163M, showcasing a significant real estate deal in Asia.</li><li>GDS announces rebranding of its international unit as DayOne, reflecting a strategic shift within the company.</li><li>Henderson Land plans expansion in Mid-Levels, Hong Kong, while Schroders markets Kowloon Complex floor after canceled auction. Singapore private home prices surge in Q4 with 3-5% growth predicted for 2025.</li></ul>

CPPIB is set to sell a China mall to Dajia Insurance for $163M, showcasing a significant real estate deal in Asia.GDS announces rebranding of its international unit as DayOne, reflecting a strategic shift within the company.Henderson Land plans expansion in Mid-Levels, Hong Kong, while Schroders markets Kowloon Complex floor after canceled auction. Singapore private home prices surge in Q4 with 3-5% growth predicted for 2025.

Asia Real Estate Tracker (06-Jan-2025): Asia Real Estate News 2025-01-06

<ul><li>DBS recommends Sea due to Shopee's promising growth from live commerce and AI investments</li><li>Digital Core REIT may benefit from new opportunities post departure of tenant as a blank canvas, says DBS</li><li>UOB Kay Hian maintains 'buy' ratings on Seatrium and FLCT, while reducing Mapletree Logistics Trust's target price due to high vacancy rates in China</li></ul>

DBS recommends Sea due to Shopee's promising growth from live commerce and AI investmentsDigital Core REIT may benefit from new opportunities post departure of tenant as a blank canvas, says DBSUOB Kay Hian maintains 'buy' ratings on Seatrium and FLCT, while reducing Mapletree Logistics Trust's target price due to high vacancy rates in China

Singapore Market Roundup (03-Jan-2025): DBS top pick: Sea for growth in live commerce and AI.

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>The conversation revolves around the significant energy consumption of AI data centers and the potential consequences of this trend</li><li>Tech companies are facing the challenge of balancing their energy needs with their sustainability commitments</li><li>Brian Janus, a former energy hire at Microsoft and now co-founder of Cloverleaf Infrastructure, provides insight into this issue and potential solutions</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

The conversation revolves around the significant energy consumption of AI data centers and the potential consequences of this trendTech companies are facing the challenge of balancing their energy needs with their sustainability commitmentsBrian Janus, a former energy hire at Microsoft and now co-founder of Cloverleaf Infrastructure, provides insight into this issue and potential solutionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How Electric Utilities Will Handle Booming AI Datacenter Demand

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/chindata-group-holdings-adr" target="_blank" data-smartkarma-citation="entities:29274:1" rel="noopener">Chindata Group (CD US)</a>’s US$8.60 per ADS offer from Bain Capital is conditional on dissenting shareholders representing less than 12% of outstanding shares. </li>
<li>Oasis Management, an activist fund, <a href="https://investor.chindatagroup.com/static-files/87aad398-55ac-469c-959f-849e42247988" target="_blank" rel="noopener">recently disclosed</a> a shareholding representing 65.9 million ordinary shares, 8.99% of outstanding shares and 1.24% of voting interest. </li>
<li>Precedent transactions where the dissent condition was exceeded suggest two possibilities – the offeror waives the condition or persuades sufficient shareholders to withdraw as dissenters.</li>
</ul>



Chindata Group (CD US)’s US$8.60 per ADS offer from Bain Capital is conditional on dissenting shareholders representing less than 12% of outstanding shares. 
Oasis Management, an activist fund, recently disclosed a shareholding representing 65.9 million ordinary shares, 8.99% of outstanding shares and 1.24% of voting interest. 
Precedent transactions where the dissent condition was exceeded suggest two possibilities – the offeror waives the condition or persuades sufficient shareholders to withdraw as dissenters.


Chindata (CD US): Maximum Dissent Condition in Focus as Oasis Builds a Stake

United States

Digital Realty Trust, Inc. owns, acquires, repositions, and manages technology-related real estate.  The Company's properties contain applications and operations critical to the day-to-day operations of technology industry tenants and corporate enterprise data center tenants.  Digital's property portfolio is located throughout the United States and in England.

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Digital Realty Trust (DLR US)

Singapore Market Roundup (09-Jan-2025): UOB Kay Hian raises Digital Core REIT TP to 99 US cents.

UOB Kay Hian raises Digital Core REIT TP, maintains 'buy' on SingPost, highlights potential in premium groceries; DBS notes soft retail sector and...

Singapore Market Roundup

Asia Real Estate Tracker (06-Jan-2025): Asia Real Estate News 2025-01-06

CPPIB sells China mall to Dajia Insurance, GDS rebrands international unit, Henderson Land expanding in Mid-Levels, Schroders markets Kowloon...

Asia Real Estate Tracker

Singapore Market Roundup (03-Jan-2025): DBS top pick: Sea for growth in live commerce and AI.

DBS favors Sea for growth, Digital Core REIT for opportunities, and local bank stocks OCBC and UOB; UOB Kay Hian updates on REITs and Seatrium,...

Singapore Market Roundup

How Electric Utilities Will Handle Booming AI Datacenter Demand

The Odd Lots podcast delves into the issue of energy consumption in AI data centers and the potential impact on the environment, with guest speaker...

Odd Lots

Chindata (CD US): Maximum Dissent Condition in Focus as Oasis Builds a Stake

The transaction received shareholder approval. Dissenting shareholders represent 22.79% of outstanding shares vs. the requirement of less than 12%...

Arun George

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