Mapletree Mega-Merger Means MCT Markup
The proposed Mapletree Commercial Trust and Mapletree North Asian Commercial Trust combination creates a Top 10 Asian REIT and one of Singapore's...
1k Views
SPH Shareholders Approve Spinoff - There's Still a Spread To Earn
SPH shareholders approve the Media Biz spinoff, now there are ~4mos left until payout (assuming EGM/Scheme Mtg in Oct/Nov gives the thumbs up)....
574 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
327 Views
Far East Hospitality Trust (FEHT): Stable in Slow Recovery
Among all the hotel assets, 3 of the FEHT hotels in the Orchard area will be the first ones to recover their occupancy rate and the room rate which...
610 Views
Trade Ideas for Singapore REITs - Implications from CCT+CMT Merger
In my earlier insight on Singapore's Fortitude budget, Singapore REITs - REITs Will Have to Fund Some SME Rents, by Law, I had mentioned the...
479 Views