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

Equity Bottom-Up

CapitaLand India Trust / Equity Bottom-Up

<ul><li>Robert Ng, a significant figure at Sino, is implicated in Singapore's foreign political interference law due to his involvement with children.</li><li>Cuscaden Peak secures approval for the $2.1B privatization deal of Singapore's Paragon REIT, marking a significant milestone in the real estate industry.</li><li>PAG DCU appoints Sanjay Goel, formerly of American Tower, as their new CEO, signaling a strategic move in their leadership team.</li></ul>

Robert Ng, a significant figure at Sino, is implicated in Singapore's foreign political interference law due to his involvement with children.Cuscaden Peak secures approval for the $2.1B privatization deal of Singapore's Paragon REIT, marking a significant milestone in the real estate industry.PAG DCU appoints Sanjay Goel, formerly of American Tower, as their new CEO, signaling a strategic move in their leadership team.

Asia Real Estate Tracker (23-Apr-2025): Sino's Robert Ng, kids tagged under SG foreign interference law

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Sumco to stop silicon wafer production at Miyazaki plant by 2026, impacting supply chain for semiconductor industry.</li><li>MediaTek experiences revenue spike in January due to tariff uncertainty and Chinese subsidies, indicating potential market volatility.</li><li>Pegatron maintains consistent performance in January amid transition period, highlighting company stability.</li></ul>

Sumco to stop silicon wafer production at Miyazaki plant by 2026, impacting supply chain for semiconductor industry.MediaTek experiences revenue spike in January due to tariff uncertainty and Chinese subsidies, indicating potential market volatility.Pegatron maintains consistent performance in January amid transition period, highlighting company stability.

Tech Supply Chain Tracker (12-Feb-2025): Sumco to cease Miyazaki plant's wafer production by 2026.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Nokia Corporation reported a strong fourth quarter in 2024, buoyed by improved order trends manifesting as a 9% increase in net sales.</li><li>This growth was prominently driven by a 17% increase in Network Infrastructure, with IP Networks achieving standout growth of 24%.</li><li>Nokia Technologies also demonstrated robust performance with several new deals signed, escalating its net sales run rate to EUR 1.3-1.4 billion.</li></ul>

Nokia Corporation reported a strong fourth quarter in 2024, buoyed by improved order trends manifesting as a 9% increase in net sales.This growth was prominently driven by a 17% increase in Network Infrastructure, with IP Networks achieving standout growth of 24%.Nokia Technologies also demonstrated robust performance with several new deals signed, escalating its net sales run rate to EUR 1.3-1.4 billion.

Nokia: 5G Expansion & Private Wireless Networks As A Pivotal Growth Lever!

<ul><li>Nokia Corporation's third-quarter results reflect a mixed performance across its business segments, as the company navigates a slowly improving yet challenging market environment.</li><li>The overall narrative is of gradual recovery, particularly in Fixed Networks and IP Networks, with sales growth of 9% and 6%, respectively.</li><li>However, the weakness persists in Mobile Networks and Optical Networks, contributing to an overall 7% decline in net sales compared to the previous year.</li></ul>

Nokia Corporation's third-quarter results reflect a mixed performance across its business segments, as the company navigates a slowly improving yet challenging market environment.The overall narrative is of gradual recovery, particularly in Fixed Networks and IP Networks, with sales growth of 9% and 6%, respectively.However, the weakness persists in Mobile Networks and Optical Networks, contributing to an overall 7% decline in net sales compared to the previous year.

Nokia Oyj: Core Network Cloudification & Data Centers As Critical Growth Levers! - Major Drivers

<ul><li>Nvidia's Blackwell rack design overheating issues causing potential shipment delays</li><li>AMD leading server market in 3Q24, Intel fighting back in PC market </li><li>Trump's tariff changes impacting Chinese EV makers, with 4 strategies to navigate the changes. Huawei and Xiaomi dominate China's AI smartphone market with over 50% market share.</li></ul>

Nvidia's Blackwell rack design overheating issues causing potential shipment delaysAMD leading server market in 3Q24, Intel fighting back in PC market Trump's tariff changes impacting Chinese EV makers, with 4 strategies to navigate the changes. Huawei and Xiaomi dominate China's AI smartphone market with over 50% market share.

Tech Supply Chain Tracker (19-Nov-2024): Nvidia Blackwell rack design overheats, delays shipments.

Finland

Nokia Oyj is a global communications company that operates a network of production facilities for location intelligence and network infrastructure, as well as a network of sales and customer service. The Company also operates research and software development facilities worldwide.

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Nokia OYJ (NOKIA FH)

Asia Real Estate Tracker (23-Apr-2025): Sino's Robert Ng, kids tagged under SG foreign interference law

Robert Ng of Sino implicated in foreign political interference, Cuscaden Peak secures $2.1B for Paragon REIT privatization, PAG DCU appoints Sanjay...

Asia Real Estate Tracker

Tech Supply Chain Tracker (12-Feb-2025): Sumco to cease Miyazaki plant's wafer production by 2026.

Sumco to cease silicon wafer production in Miyazaki by 2026, MediaTek revenue up in January, Pegatron steady amid transition, Trump imposes steel...

Tech Supply Chain Tracker

Nokia: 5G Expansion & Private Wireless Networks As A Pivotal Growth Lever!

Nokia Corporation reported a strong fourth quarter in 2024, buoyed by improved order trends manifesting as a 9% increase in net sales. This growth...

Baptista Research

Nokia Oyj: Core Network Cloudification & Data Centers As Critical Growth Levers! - Major Drivers

Nokia Corporation's third-quarter results reflect a mixed performance across its business segments, as the company navigates a slowly improving...

Baptista Research

Tech Supply Chain Tracker (19-Nov-2024): Nvidia Blackwell rack design overheats, delays shipments.

Nvidia facing delays due to overheating issues, AMD dominates server market, Trump's tariff impact on Chinese EV makers, Huawei and Xiaomi lead...

Tech Supply Chain Tracker

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