ASEAN Builder's Scoop (11May21) - CERT weakening operational metrics
CERT weakening operational metrics; MUST limited supply and expiry; PROP 1Q21 PATMI doubled; VLL slower earnings decline in 1Q21; PSTAR doubtful as...
284 Views
The Week that Was in ASEAN@Smartkarma - Jakarta Troubles, Bank Central Asia, and Thai REITs.
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
658 Views
The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
594 Views
Singapore REIT - Let the Equity Fundraising Party Begin
Following the tightening of distribution yields and narrowing of discount to book value, the equity fundraising cycle in the Singapore REITs sector...
769 Views
The Week that Was in ASEAN@Smartkarma - Jakarta's MRT, Indonesian Sportswear, and Malaysian Telcos
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
845 Views