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

Thematic (Sector/Industry)

<ul><li>Elliott Management is pushing Mitsui OSK Lines to unlock its full potential value in the market.</li><li>SC Capital's founder has gained attention after successfully acquiring the Fusion Hotel Group.</li><li>Dash Living is expanding its presence in the Asia-Pacific real estate market with a $400 million deal.</li></ul>

Elliott Management is pushing Mitsui OSK Lines to unlock its full potential value in the market.SC Capital's founder has gained attention after successfully acquiring the Fusion Hotel Group.Dash Living is expanding its presence in the Asia-Pacific real estate market with a $400 million deal.

Asia Real Estate Tracker (20-Mar-2026): Elliott urges Mitsui OSK Lines to unlock value.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Suzhou Dongshan Precision A / Technical Analysis

<ul>
<li>We remain near-term bullish as long as $141.50 support on ACWI-US continues to hold. We discussed last week (2/26/26 Int'l Compass) to trim exposure to Korea and Taiwan...</li>
<li>...Noting for Korea that "with recent upside acceleration there is risk of a larger pullback following the current parabolic upside period."</li>
<li>That pullback has begun to materialize, and the growing list of concerns that we have highlighted since early-February remains a problem for global equities near-term</li>
</ul>


We remain near-term bullish as long as $141.50 support on ACWI-US continues to hold. We discussed last week (2/26/26 Int'l Compass) to trim exposure to Korea and Taiwan...
...Noting for Korea that "with recent upside acceleration there is risk of a larger pullback following the current parabolic upside period."
That pullback has begun to materialize, and the growing list of concerns that we have highlighted since early-February remains a problem for global equities near-term


Pullback Offering Buying Opportunities; Crucial Support at $141.50 on ACWI-US Holding for Now

<ul>
<li>We are not fighting the trend with all the MSCI global indexes (MSCI ACWI, EAFE, ACWI ex-US, and EM) hitting multi-year highs, but we are monitoring a few potential concerns</li>
<li>Concerns: notably global Consumer Staples (KXI-US) near 5.5-month RS highs, crude oil prices bottoming, and gasoline prices (UGA) breaking out from a 3.5+ year downtrend</li>
<li>Actionable Themes: Energy, Materials, Transports, Real Estate, Telecom, and Utilities. Remain Overweight Emerging Markets, Taiwan, Korea, Spain, Japan, and Canada</li>
</ul>


We are not fighting the trend with all the MSCI global indexes (MSCI ACWI, EAFE, ACWI ex-US, and EM) hitting multi-year highs, but we are monitoring a few potential concerns
Concerns: notably global Consumer Staples (KXI-US) near 5.5-month RS highs, crude oil prices bottoming, and gasoline prices (UGA) breaking out from a 3.5+ year downtrend
Actionable Themes: Energy, Materials, Transports, Real Estate, Telecom, and Utilities. Remain Overweight Emerging Markets, Taiwan, Korea, Spain, Japan, and Canada


Opportunity in Global Cyclical Value and Defensives: Energy, Materials, Real Estate, Telecom, Utes

<ul>
<li>A convicted scammer is trying to keep luxury items as significant real estate transactions occur.</li>
<li>VentuNext has started building its first logistics park in Rayong, Thailand, marking a new venture.</li>
<li>C Capital has acquired Australian land for $3.2 billion, while China Vanke secures a $339 million loan.</li>
</ul>


A convicted scammer is trying to keep luxury items as significant real estate transactions occur.
VentuNext has started building its first logistics park in Rayong, Thailand, marking a new venture.
C Capital has acquired Australian land for $3.2 billion, while China Vanke secures a $339 million loan.


Asia Real Estate Tracker (30-Jan-2026): Convicted VN scammer wants to keep luxury items.

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/toho-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:11546:1" rel="noopener">Toho Holdings (8129 JP)</a> has made a non-binding proposal to take <a href="https://www.smartkarma.com/entities/phc-holdings-corp" target="_blank" data-smartkarma-citation="entities:34198:1" rel="noopener">PHC Holdings (6523 JP)</a> private at a rumoured valuation of more than JPY200bn, implying JPY1,571 per share.</li>
<li>KKR and other large holders want an exit, but the rumoured offer is below the last close (JPY1,684) and my fair value range of JPY1,800–2,030.</li>
<li>The deal fits Toho's diversification strategy, but funding, 3D Investment Partners' 24% stake in Toho, and potential competition from domestic funds make completion challenging.</li>
</ul>



Toho Holdings (8129 JP) has made a non-binding proposal to take PHC Holdings (6523 JP) private at a rumoured valuation of more than JPY200bn, implying JPY1,571 per share.
KKR and other large holders want an exit, but the rumoured offer is below the last close (JPY1,684) and my fair value range of JPY1,800–2,030.
The deal fits Toho's diversification strategy, but funding, 3D Investment Partners' 24% stake in Toho, and potential competition from domestic funds make completion challenging.


PHC Holdings (6523 JP): Willing Sellers, but Not at Toho's Rumoured Price

Japan

MITSUI & CO., LTD. is a general trading company.  The Company has operating groups including Iron and Steel, Non-Ferrous Metals, Machinery, Chemicals, Foods, Energy, Textiles, and General Merchandise.  Mitsui also operates real estate and overseas development projects.

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Mitsui & Co Ltd (8031 JP)

Asia Real Estate Tracker (20-Mar-2026): Elliott urges Mitsui OSK Lines to unlock value.

Elliott Management urges Mitsui OSK Lines to maximize value, while SC Capital's founder acquires Fusion Hotel Group, and Dash Living expands in...

Asia Real Estate Tracker

Pullback Offering Buying Opportunities; Crucial Support at $141.50 on ACWI-US Holding for Now

Pullback Offering Buying Opportunities; Crucial Support at $141.50 on $ACWI Holding for Now; Discussed to trim exposure to Korea $EWY and Taiwan...

Vermilion Research

Opportunity in Global Cyclical Value and Defensives: Energy, Materials, Real Estate, Telecom, Utes

Opportunity in Global Cyclical Value and Defensives; Actionable Themes: Energy, Materials, Transports, Real Estate, Telecom, and Utilities....

Vermilion Research

Asia Real Estate Tracker (30-Jan-2026): Convicted VN scammer wants to keep luxury items.

In recent APAC real estate news, significant transactions include VentuNext's logistics park in Thailand, a Tokyo residential tower purchase and more

Asia Real Estate Tracker

PHC Holdings (6523 JP): Willing Sellers, but Not at Toho's Rumoured Price

Toho's rumoured bid of more than JPY200bn (JPY1,571 per share) for PHC is below my estimated fair value of JPY1,800–2,030. Sellers want out, but...

Arun George

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