Blood in the Water: S-REIT Distress Unlocks Generational M&A Trades
We think Manulife US REIT and Keppel Pacific Oak US REIT are potential M&A targets in S-REIT sector due to high distress, potential turnaround, and...
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Singapore Office REITs: Interest Rate Easing Cycle Provides Earnings and DPU Upside
The interest rate cycle in Singapore typically correlates with the Fed. According to June’s FOMC Summary of Economic Projections, based on median...
87 Views
The Week that Was in ASEAN@Smartkarma - Singapore's Stagnation, Vietnam Rocks, and Indonesian Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
761 Views
Singapore REIT – 4 Investment Themes for the S-REIT Sector in 2019
Singapore real estate investment trusts (“S-REITs”) have been one of the best performing sectors on the Singapore stock market in 2018. In view of...
1.6k Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Building Materials, and Department Stores
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
576 Views