Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Equity Bottom-Up

<ul>
<li>For the better part of two decades, Singaporean real estate investment trusts (REITs) have provided an efficient and popular exposure to quality large-scale commercial properties. </li>
<li>Yet as global central banks hike interest rates to address inflationary pressures, can REITs retain their attractiveness?</li>
<li>SREITs have corrected as Singaporean interest rates have increased. The question is whether higher interest rates are baked in, and which SREITs will hold up; and which ones will not?</li>
</ul>


For the better part of two decades, Singaporean real estate investment trusts (REITs) have provided an efficient and popular exposure to quality large-scale commercial properties. 
Yet as global central banks hike interest rates to address inflationary pressures, can REITs retain their attractiveness?
SREITs have corrected as Singaporean interest rates have increased. The question is whether higher interest rates are baked in, and which SREITs will hold up; and which ones will not?


S-REITs: Investing In An Inflationary Environment

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

Frasers Logistics & Commercial Trust / Equity Bottom-Up

<ul><li>Frasers REIT plans to sell a Melbourne office tower for $129M to an Australian tycoon, indicating a significant transaction in the real estate market.</li><li>Industry leaders from Hilton, KKR, CREAL, and Pegasus are convening in Singapore to discuss strategies for the hospitality sector at a forum.</li><li>Norges has appointed Alexander Knapp as the new Global Real Estate Head and Jason Leong as the new leader of Asia Fund following van den Berg's departure.</li></ul>

Frasers REIT plans to sell a Melbourne office tower for $129M to an Australian tycoon, indicating a significant transaction in the real estate market.Industry leaders from Hilton, KKR, CREAL, and Pegasus are convening in Singapore to discuss strategies for the hospitality sector at a forum.Norges has appointed Alexander Knapp as the new Global Real Estate Head and Jason Leong as the new leader of Asia Fund following van den Berg's departure.

Asia Real Estate Tracker (07-May-2025): Mt. Maunganui Cold Storage for Sale

Alpha-Centric ESG Research

Kyle Rudden

<ul>
<li>The Monetary Authority of Singapore (MAS) recently launched a public consultation regarding a Code of Conduct for ESG ratings providers and ESG data product providers in Singapore.</li>
<li>It is the right approach for Singapore – a <em>voluntary</em> best-practices framework furthering one of the world's most credible "green" economies, not a regulatory force-fix of something broken.</li>
<li>No surprise ratings methodology changes. No <em>en masse</em> upgrades/downgrades. No acute shocks to the system. Just slow and steady progress for ESG investing and finance in Singapore.</li>
</ul>


The Monetary Authority of Singapore (MAS) recently launched a public consultation regarding a Code of Conduct for ESG ratings providers and ESG data product providers in Singapore.
It is the right approach for Singapore – a voluntary best-practices framework furthering one of the world's most credible "green" economies, not a regulatory force-fix of something broken.
No surprise ratings methodology changes. No en masse upgrades/downgrades. No acute shocks to the system. Just slow and steady progress for ESG investing and finance in Singapore.


Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward

Mid-market focused investment bank within SE Asia, Evolve Capital Advisory Pte Ltd

Evolve Capital Research

Mid-market focused investment bank within SE Asia

Evolve Capital Advisory Pte Ltd

<ul>
<li>
<a href="https://www.smartkarma.com/entities/gke-corp-ltd" target="_blank" data-smartkarma-citation="entities:15893:1" rel="noopener">GKE Corp Ltd (GKEC SP)</a> is an integrated provider of warehousing and logistics solutions that include general cargo storage, dangerous cargo storage, bonded and license warehousing services, amongst others.</li>
<li>It also has strategic investments, which includes an infrastructural materials and services business in China, as well as agriculture and retail and distribution in Singapore. </li>
<li>We initiate non-rated coverage on GKE Corporation. Since listing, the company has progressively broadened its service offerings to encompass marine and chemical logistics, and the storage of dangerous goods (DGs). </li>
</ul>



GKE Corp Ltd (GKEC SP) is an integrated provider of warehousing and logistics solutions that include general cargo storage, dangerous cargo storage, bonded and license warehousing services, amongst others.
It also has strategic investments, which includes an infrastructural materials and services business in China, as well as agriculture and retail and distribution in Singapore. 
We initiate non-rated coverage on GKE Corporation. Since listing, the company has progressively broadened its service offerings to encompass marine and chemical logistics, and the storage of dangerous goods (DGs). 


GKE Corporation Initiation - Firing on Multiple Cylinders

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>DBS reaches all-time high; UOB drops 2.8%, but OCBC's research keeps 'buy' on UOB.</li><li>Analysts split on NetLink NBN Trust; commend its stable 5.5% yield.</li><li>uSMART initiates 'buy' on Centurion Corp for its strong margins and demand.</li></ul>

DBS reaches all-time high; UOB drops 2.8%, but OCBC's research keeps 'buy' on UOB.Analysts split on NetLink NBN Trust; commend its stable 5.5% yield.uSMART initiates 'buy' on Centurion Corp for its strong margins and demand.

Singapore Market Roundup (07-Nov-2025): DBS hits record high; UOB falls 2.8%, OCBC still rates

Singapore

FLT offers investors an opportunity to invest in logistics and industrial real estate assets strategically located within major logistics and industrial markets of Australia, Germany and the Netherlands.

Frasers Logistics & Commercial Trust (FLT SP)

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Frasers Logistics & Commercial Trust (FLT SP)

S-REITs: Investing In An Inflationary Environment

Suntec, with one of the highest gearings in the office subsector, may need to go to the market cap in hand. That or divest some assets - in what is...

David Blennerhassett

Asia Real Estate Tracker (07-May-2025): Mt. Maunganui Cold Storage for Sale

Frasers REIT to sell Melbourne office tower for $129M, hospitality strategies discussed at Singapore Forum, Jason Leong new head of Asia Fund,...

Asia Real Estate Tracker

Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward

Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...

Kyle Rudden

GKE Corporation Initiation - Firing on Multiple Cylinders

GKE Corp is an integrated provider of warehousing and logistics solutions that include general cargo storage, dangerous cargo storage, bonded and...

Evolve Capital Advisory Pte Ltd

Singapore Market Roundup (07-Nov-2025): DBS hits record high; UOB falls 2.8%, OCBC still rates

DBS hits an all-time high; UOB falls 2.8%, but OCBC maintains 'buy' on it. Analysts are mixed on NetLink NBN Trust's yield; uSMART starts 'buy' on...

Singapore Market Roundup

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