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

Equity Bottom-Up

<ul><li>Goldman Sachs' GCI enters partnership with Asia Pacific Land in Japan for data center venture, expanding its reach in Asia.</li><li>CPPIB and MGRV collaborate on $350M venture in Korean rental housing, aiming to capture opportunities in the real estate market.</li><li>S&amp;P forecasts rebound in China's property market, driven by increase in secondary sales, indicating positive growth.</li></ul>

Goldman Sachs' GCI enters partnership with Asia Pacific Land in Japan for data center venture, expanding its reach in Asia.CPPIB and MGRV collaborate on $350M venture in Korean rental housing, aiming to capture opportunities in the real estate market.S&amp;P forecasts rebound in China's property market, driven by increase in secondary sales, indicating positive growth.

Asia Real Estate Tracker (24-Jan-2025): Goldman Sachs expands into Japan with data centre JV.

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

<ul>
<li>For the week ending 13/Jun, U.S. crude inventories fell by 11.5m barrels (vs. expectations of a 2.3m barrel decline). Meanwhile, gasoline and distillate stockpiles rose.</li>
<li>The EIA reported a 95 Bcf storage build, while analysts forecasted a 96 Bcf increase. Storage levels are 6.1% above the five-year average but 7.7% below year-ago levels.</li>
<li>Bernstein downgrades Shell and upgrades Aramco. Meanwhile, Chevron makes a pivot into U.S. lithium production.</li>
</ul>


For the week ending 13/Jun, U.S. crude inventories fell by 11.5m barrels (vs. expectations of a 2.3m barrel decline). Meanwhile, gasoline and distillate stockpiles rose.
The EIA reported a 95 Bcf storage build, while analysts forecasted a 96 Bcf increase. Storage levels are 6.1% above the five-year average but 7.7% below year-ago levels.
Bernstein downgrades Shell and upgrades Aramco. Meanwhile, Chevron makes a pivot into U.S. lithium production.


[ETP 2025/25] WTI Wavers on Israel-Iran Tensions, While Henry Hub Rebounds on Demand Revival

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Tracy and Joe discuss their favorite chat GPT and Claude prompts and how they use them for both serious and fun purposes</li><li>They acknowledge the limitations and risks of using AI in professional settings, especially in large companies like Goldman Sachs</li><li>Marco Argenti, Chief Information Officer at Goldman Sachs, explains his role in ensuring the smooth operation of technology within the company and the evolving use of AI in the financial industry</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tracy and Joe discuss their favorite chat GPT and Claude prompts and how they use them for both serious and fun purposesThey acknowledge the limitations and risks of using AI in professional settings, especially in large companies like Goldman SachsMarco Argenti, Chief Information Officer at Goldman Sachs, explains his role in ensuring the smooth operation of technology within the company and the evolving use of AI in the financial industryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Goldman Sachs CIO on How the Bank Is Actually Using AI

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

Thematic (Sector/Industry)

<ul>
<li>There is strong and accelerating growth visible in HFD for US banks, even in the very core bucket of C&amp;I loans</li>
<li>Most recent full month shows 10.1% growth YoY for C&amp;I but Other Loans are up 27.3% Yoy in the same month, which is partly C&amp;I</li>
<li>Deposit distribution is improving, toward CASA, US banks can see better NIM, and net interest income, while economy appears from weekly bank data</li>
</ul>


There is strong and accelerating growth visible in HFD for US banks, even in the very core bucket of C&amp;I loans
Most recent full month shows 10.1% growth YoY for C&amp;I but Other Loans are up 27.3% Yoy in the same month, which is partly C&amp;I
Deposit distribution is improving, toward CASA, US banks can see better NIM, and net interest income, while economy appears from weekly bank data


US Banks - C&I Loans +10.1% YoY in Apr From -2.9% in Jan, Strong Read-Through, Banks & Economy

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ally-financial-inc" target="_blank" data-smartkarma-citation="entities:9683:1" rel="noopener">Ally Financial (ALLY US)</a> gave a poor view of now and the immediate future for credit costs within its primary loan book, used cars for subprime borrowers</li>
<li>There is often good read-through for mainstream banks and overall credit metrics, we saw this in Thailand before 1997 and in the US with Indymac, Countrywide, Household</li>
<li>If the Fed has a better view on granular data than one single finance company, we believe they will use this data when considering rate cut magnitude, next week
</li>
</ul>



Ally Financial (ALLY US) gave a poor view of now and the immediate future for credit costs within its primary loan book, used cars for subprime borrowers
There is often good read-through for mainstream banks and overall credit metrics, we saw this in Thailand before 1997 and in the US with Indymac, Countrywide, Household
If the Fed has a better view on granular data than one single finance company, we believe they will use this data when considering rate cut magnitude, next week



Ally Financial - Suggests Large Fed Cut, Credit Cost Guidance Worsening, Fringe Finco View Can Lead

United States

The Goldman Sachs Group, Inc., a bank holding company, is a global investment banking and securities firm specializing in investment banking, trading and principal investments, asset management and securities services.  The Company provides services to corporations, financial institutions, governments, and high-net worth individuals.

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Goldman Sachs Group (GS US)

Asia Real Estate Tracker (24-Jan-2025): Goldman Sachs expands into Japan with data centre JV.

Goldman Sachs, CPPIB, and S&P are all making significant investments in real estate ventures in Asia, indicating optimism in the region's property...

Asia Real Estate Tracker

[ETP 2025/25] WTI Wavers on Israel-Iran Tensions, While Henry Hub Rebounds on Demand Revival

US crude inventories drop significantly, gasoline and distillate stockpiles increase. Natural gas storage levels above average but below last year...

Mint Finance

Goldman Sachs CIO on How the Bank Is Actually Using AI

Tracy and Joe explore the use of AI chat GPT prompts for both professional and creative purposes, showcasing the potential of AI tools while...

Odd Lots

US Banks - C&I Loans +10.1% YoY in Apr From -2.9% in Jan, Strong Read-Through, Banks & Economy

HFD for US banks, shows very strong acceleration in C&I loans, and also other loans, which will also include C&I. Data suggests good economic...

Daniel Tabbush

Ally Financial - Suggests Large Fed Cut, Credit Cost Guidance Worsening, Fringe Finco View Can Lead

New disclosure, comments, guidance from Ally Financial show a major deterioration in credit metrics now, in coming months, which can mean a larger...

Daniel Tabbush

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Asia Real Estate Tracker (24-Jan-2025): Goldman Sachs expands into Japan with data centre JV.

Goldman Sachs, CPPIB, and S&P are all making significant investments in real estate ventures in Asia, indicating optimism in the region's property...

Asia Real Estate Tracker

[ETP 2025/25] WTI Wavers on Israel-Iran Tensions, While Henry Hub Rebounds on Demand Revival

​US crude inventories drop significantly, gasoline and distillate stockpiles increase. Natural gas storage levels above average but below last year...

Mint Finance

Goldman Sachs CIO on How the Bank Is Actually Using AI

Tracy and Joe explore the use of AI chat GPT prompts for both professional and creative purposes, showcasing the potential of AI tools while...

Odd Lots

US Banks - C&I Loans +10.1% YoY in Apr From -2.9% in Jan, Strong Read-Through, Banks & Economy

HFD for US banks, shows very strong acceleration in C&I loans, and also other loans, which will also include C&I. Data suggests good economic...

Daniel Tabbush

Ally Financial - Suggests Large Fed Cut, Credit Cost Guidance Worsening, Fringe Finco View Can Lead

New disclosure, comments, guidance from Ally Financial show a major deterioration in credit metrics now, in coming months, which can mean a larger...

Daniel Tabbush

US crude inventories drop significantly, gasoline and distillate stockpiles increase. Natural gas storage levels above average but below last year...