ASEAN Builder's Scoop 22Feb22 - CDREIT Buys Manchester Hotel
ARA JVs invests ~S$300m in Capital Square; SMPH earnings surprised on upside; Stable revs buoys RCR earnings; Astra Land JVs with HKL to grow...
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The Week That Was in ASEAN@Smartkarma - Bukalapak's Storefront, Grab's MSCI Boost, and Unilever Indo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Institutional Inflows Continue to Drive Singapore’s APAC Lead in YTD
The 30 Singapore stocks that have attracted the highest net institutional buying since 31 Jan, include 19 STI stocks and 11 non-STI stocks. The...
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ASEAN Builder's Scoop (9Feb22) - MUST Weak 4Q21 Reversions a Concern
MUST weak 4Q21 reversions a concern; AREIT improved occupancy and steady reversions; SG may levy prop-related wealth tax; ASII/HKL/Logos Indo...
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Sunac China Placement - Previous Deal Didn’t Do Much, This Won’t Move the Needle Either
Sunac is looking to raise around US$500m via a top-up placement. In this note, we will run the deal through our ECM Framework.
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