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>Hillhouse's Rava buys majority stake in Dash Living with $150M investment plan, expanding its presence in the real estate market. </li><li>Ex-Macquarie exec Robson to advise on ESR privatisation, bringing expertise and strategic guidance to the process. </li><li>Daibiru Corp to acquire Sydney Tower from Investa Fund for $378M, showcasing strong investor interest in Australian real estate.</li></ul>

Hillhouse's Rava buys majority stake in Dash Living with $150M investment plan, expanding its presence in the real estate market. Ex-Macquarie exec Robson to advise on ESR privatisation, bringing expertise and strategic guidance to the process. Daibiru Corp to acquire Sydney Tower from Investa Fund for $378M, showcasing strong investor interest in Australian real estate.

Asia Real Estate Tracker (01-Apr-2025): Hillhouse's Rava invests $150M in Dash Living.

Focus on Smaller Cap Value Names, Altay Capital

Altay Capital

Focus on Smaller Cap Value Names

Long time value investor. Long/Short portfolio that’s always net long (between 30-80%). I have extensive experience in the video game industry as I founded a leading media company in the space, which I have since exited after an acquisition. Gaming companies only make up ~15% of my portfolio, but its a sector where I believe I have an edge. A newsletter about value investing! Mostly focus on smaller cap value names that aren't widely covered.

Thematic (Sector/Industry)

<ul><li>Dynam Japan is the largest operator of Pachinko halls in Japan.</li><li>The company has been profitable for the past15 years, though profits have been in decline.</li><li>Their halls are mostly located in suburban areas with less competition, but they do have some in big cities. </li></ul>

Dynam Japan is the largest operator of Pachinko halls in Japan.The company has been profitable for the past15 years, though profits have been in decline.Their halls are mostly located in suburban areas with less competition, but they do have some in big cities. 

Updated Thoughts on Some of My Biggest Positions In The Cheap Japanese Basket and Some New Positions

Japan

Integral Corporation operates as an independent private equity fund. The Company invests in both the public and private markets and in common stock, convertible preferred shares, convertible bonds and stock options. Integral also provides management and financial consulting related to equity investment activities.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Integral (5842 JP)

Asia Real Estate Tracker (01-Apr-2025): Hillhouse's Rava invests $150M in Dash Living.

Rava invests $150M in Dash Living, Robson advises on ESR privatisation, Daibiru buys Sydney Tower for $378M, Integral Real Estate acquires 10...

Asia Real Estate Tracker

Updated Thoughts on Some of My Biggest Positions In The Cheap Japanese Basket and Some New Positions

Dynam Japan is the largest operator of Pachinko halls in Japan. The company has been profitable for the past15 years, though profits have been in...

Altay Capital

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)