Sathorn Series F: Exploring Thai Leasing
We met up these two leasing companies again, and it's pretty timely given the recent rumors about Thitikorn's rather quixotic attempt to buy BAY's...
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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Ascendas REIT Is Now Singapore's Largest Capitalised REIT
§ Ascendas REIT has recently replaced CapitaLand Mall Trust as Singapore's largest capitalised REIT – and has been the second-best performing REIT...
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Real Estate Sector Outperformed in the Year to Date
SGX’s Real Estate Developers and Operators have returned 12% YTD, outperforming the STI’s +8%. Despite the rally, the price-to-book ratio of the...
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