Frasers Hospitality - Will TCC Renew Its Takeover Offer? Market Prices Bet Yes Ahead of Earnings
Frasers Hospitality Trust is trading as if TCC might make another offer. But peers in Singapore/Asia are getting crushed, and globally CRE is in...
619 Views
Fraser Hospitality Trust (FHT SP): Frasers Property’s Light Scheme Offer
The current offer is light compared to the 2022 failed offer in several ways. The offer has not been declared final, and a bump is possible.
388 Views
The Week That Was in ASEAN@Smartkarma - Ultrajaya's Recovery, MAPI's Regional, and Semen Indonesia.
The past week saw insights on Ultrajaya Milk (ULTJ IJ), Mitra Adiperkasa (MAPI IJ), PT Nippon Indosari Corpindo (ROTI IJ), Bukalapak.com (BUKA IJ),...
423 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Rebirth, Cimory's Dairy, and Far East Hospitality
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
337 Views
Far East Hospitality Trust (FEHT): Swift Effect
Far East Hospitality Trust hotels (74% of the revenue) should be beneficiaries of the Swift concert mania, but so far the share price has not gone...
1.1k Views