US-China Decoupling: The Reshaping of Asian Industrial Logistics - SHORT MapleTree Logistics Trust
We think the increasing US-China decoupling is causing structural changes to companies supply chain and China logistics sector, resulting in 20.3%...
437 Views
Centurion Accomodation REIT IPO - Thoughts on Valuation
Centurion Accomodation REIT (CAREIT SP) (CAREIT) plans to raise around US$600m in its Singapore listing. In this note, we talk about valuations.
778 Views
Centurion Accomodation REIT IPO - New Asset Class
Centurion Accomodation REIT (CAREIT SP) (CAREIT) plans to raise around US$600m in its Singapore listing. In this note, we talk about the REIT's...
808 Views
Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
532 Views
Singapore Market Roundup (29-Oct-2025): Analysts are optimistic on CICT, citing strong
Analysts are optimistic on CICT, UOB Kay Hian sets Centurion REIT target at $1.23, and DBS rates CAO a 'buy' for its capital inefficiency and...
246 Views