Singapore REIT - Cautious Search for High Yield
The Singapore REITs (SREIT) sector continued its outperformance since our April report Singapore REIT - The Draft Master Plan 2019 Boost and Q1...
652 Views
The Week that Was in ASEAN@Smartkarma - Thai Finance, Placements, and Malaysian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
592 Views
StubWorld: Shenzhen Int'l (152 HK) Trading "Cheap" To SZ E'way
SIHL (152 HK) is often viewed as a proxy to Shenzhen Expressway (600548 CH)/(548 HK). I feel I might be a tad late to the party after this recent...
228 Views
ANE Cayman (9956 HK): On S329 Reports And Letters Of Interest
Trading 4.7%/27.1% gross/annualised, if payment before Chinese New Year. That's wide. The bankers should clear up CDH's holding. I'd be getting...
562 Views
Last Week In Event SPACE: Prosus/Tencent, Japan Post Bank, CK Holdings, Seven & I
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
922 Views