Curator's Cut: Sentiment Shifts in India, Racking Up in Singapore & Gaming Across Borders
​This Curator's Cut highlights changing sentiment in Indian equities, Singapore data centres, and global gaming industry. Share your theme...
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ESR-REIT: The Ultimate Stabilized Yield Play on APAC's AI & JS-SEZ Megatrend
ESR-REIT offers structural arbitrage, absorbing a massive pipeline of AI infrastructure and hyperscale data centers from its newly privatized...
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iEdge Singapore Next 50: Portfolio Capacity Keeps Rising
The iEdge Singapore Next 50 comfortably supports S$50-100m index products today, and about S$171m with optimised sampling that excludes the five...
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Aequitas: UI Boustead REIT IPO - Thoughts on Valuations
UI Boustead REIT (UIBREIT SP) (UBREIT), a logistics and industrial REIT, aims to raise up to US$767m in its Singapore IPO. In this note, we talk...
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UI Boustead REIT IPO - Diverse Asset Base
Ui Boustead Reit (UIBREIT SP) (UBREIT), a logistics and industrial REIT, aims to raise up to US$767m in its Singapore IPO. In this ntoe, we look at...
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