Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 2nd April, published ~9AM on the 10th April.</li>
<li>The largest industry net increase in the past week was A$699mn into "Diversified Meals"; the largest industry net decrease was A$83mn out of "Steel". Net shorts increased A$2.6bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/goodman-group" target="_blank" data-smartkarma-citation="entities:959:1" rel="noopener">Goodman Group (GMG AU)</a>, <a href="https://www.smartkarma.com/entities/generation-development-group-l" target="_blank" data-smartkarma-citation="entities:14945:1" rel="noopener">Generation Development (GDG AU)</a>, <a href="https://www.smartkarma.com/entities/pexa-group-ltd" target="_blank" data-smartkarma-citation="entities:34716:1" rel="noopener">PEXA Group (PXA AU)</a>, <a href="https://www.smartkarma.com/entities/cochlear-ltd" target="_blank" data-smartkarma-citation="entities:918:1" rel="noopener">Cochlear (COH AU)</a>, and <a href="https://www.smartkarma.com/entities/supply-network-ltd" target="_blank" data-smartkarma-citation="entities:2280:1" rel="noopener">Supply Network (SNL AU)</a>.</li>
</ul>


Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 2nd April, published ~9AM on the 10th April.
The largest industry net increase in the past week was A$699mn into "Diversified Meals"; the largest industry net decrease was A$83mn out of "Steel". Net shorts increased A$2.6bn week-on-week.
Companies mentioned in this regular weekly report include: Goodman Group (GMG AU), Generation Development (GDG AU), PEXA Group (PXA AU), Cochlear (COH AU), and Supply Network (SNL AU).


Aussie Shorts [2nd Apr]: Goodman Group, Generation Development, PEXA Group, Cochlear, Supply Network

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

Thematic (Sector/Industry)

<ul><li>Keppel REIT has sold its Ginza office for $72 million, marking its exit from Japan's market.</li><li>Goodman has secured a long-term 20-year tenant for the initial phase of its Tokyo data center.</li><li>Partners Group has acquired a substantial $1 billion credit mandate aimed at the Asian real estate sector.</li></ul>

Keppel REIT has sold its Ginza office for $72 million, marking its exit from Japan's market.Goodman has secured a long-term 20-year tenant for the initial phase of its Tokyo data center.Partners Group has acquired a substantial $1 billion credit mandate aimed at the Asian real estate sector.

Asia Real Estate Tracker (19-Aug-2026): Keppel REIT sells Ginza office for $72M.

Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

<ul>
<li>Logistics REITs are aggressively pivoting from warehouses to high-power data centers, leveraging strategic landbanks to capture massive yield premiums driven by exponential artificial intelligence computing demand.</li>
<li>Funding power-dense digital infrastructure requires enormous capital, forcing logistics giants to execute transformative cross-border mergers, deploy sovereign wealth joint ventures, and pursue aggressive programmatic asset recycling.</li>
<li>We issue strong BUY recommendations for Prologis, Goodman Group, CapitaLand Ascendas REIT, and GLP Capital Partners, as their secure power-grid monopolies trigger major structural valuation re-ratings.</li>
</ul>


Logistics REITs are aggressively pivoting from warehouses to high-power data centers, leveraging strategic landbanks to capture massive yield premiums driven by exponential artificial intelligence computing demand.
Funding power-dense digital infrastructure requires enormous capital, forcing logistics giants to execute transformative cross-border mergers, deploy sovereign wealth joint ventures, and pursue aggressive programmatic asset recycling.
We issue strong BUY recommendations for Prologis, Goodman Group, CapitaLand Ascendas REIT, and GLP Capital Partners, as their secure power-grid monopolies trigger major structural valuation re-ratings.


Power Is the New Land: Logistics REITs Pivot to Hyperscale AI Data Centers

<ul><li>Colliers identifies five megatrends influencing business hubs in the Asia Pacific region, highlighting significant changes.</li><li>Mapletree reports a 26% profit increase attributed to logistics growth, despite challenges from fund wind-downs in Singapore.</li><li>Blackstone raises $13.1 billion for its third Asia private equity fund, while GLP plans a $3 billion IPO in Hong Kong.</li></ul>

Colliers identifies five megatrends influencing business hubs in the Asia Pacific region, highlighting significant changes.Mapletree reports a 26% profit increase attributed to logistics growth, despite challenges from fund wind-downs in Singapore.Blackstone raises $13.1 billion for its third Asia private equity fund, while GLP plans a $3 billion IPO in Hong Kong.

Asia Real Estate Tracker (03-Jun-2026): Five key megatrends reshaping Asia Pacific business hubs.

<ul><li>Link REIT is continuing its divestment strategy after experiencing a 3.7% drop in property income.</li><li>TE Capital and Dash Living have successfully completed their second joint venture in Tokyo, acquiring 102 residential units.</li><li>Union Investment is negotiating the sale of a Brisbane office block worth around $181 million, while Mori Building has bought a stake in a Manhattan project.</li></ul>

Link REIT is continuing its divestment strategy after experiencing a 3.7% drop in property income.TE Capital and Dash Living have successfully completed their second joint venture in Tokyo, acquiring 102 residential units.Union Investment is negotiating the sale of a Brisbane office block worth around $181 million, while Mori Building has bought a stake in a Manhattan project.

Asia Real Estate Tracker (29-May-2026): Link REIT to keep selling off assets amid income drop.

Australia

Goodman Group is an integrated industrial property group. The Group has operations in Australia, New Zealand, UK, Asia and Europe. Goodman's activities include property investment, funds management, property development and property services. The Group's property portfolio includes business parks, industrial estates, office parks and warehouse/distribution centers.

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Goodman Group (GMG AU)

Aussie Shorts [2nd Apr]: Goodman Group, Generation Development, PEXA Group, Cochlear, Supply Network

The largest industry net increase in the past week was A$699mn into "Diversified Meals"; the largest industry net decrease was A$83mn out of...

David Blennerhassett

Asia Real Estate Tracker (19-Aug-2026): Keppel REIT sells Ginza office for $72M.

Keppel REIT exits Japan by selling its Ginza office for $72 million, while Goodman secures a 20-year tenant for its Tokyo data center, and Partners...

Asia Real Estate Tracker

Power Is the New Land: Logistics REITs Pivot to Hyperscale AI Data Centers

Logistics REITs are aggressively pivoting from warehouses to high-power data centers, leveraging strategic landbanks to capture massive yield...

Jacob Cheng

Asia Real Estate Tracker (03-Jun-2026): Five key megatrends reshaping Asia Pacific business hubs.

Colliers identifies five megatrends in Asia Pacific, while Mapletree reports a profit surge; major investments include $210M in Spain and a $1.1B...

Asia Real Estate Tracker

Asia Real Estate Tracker (29-May-2026): Link REIT to keep selling off assets amid income drop.

Link REIT continues divestments amid declining income, while TE Capital and Dash Living buy a Tokyo property, and other notable real estate...

Asia Real Estate Tracker

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