With Radically Lower Oil Prices, Market Risk Assets Is a Focus
In DBS’s year 2014 annual report it defines market risk on page 90 as follows: “Market risk is the risk is the risk of loss arising from adverse...
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Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
416 Views
National Storage REIT (NSR AU): 15th April Vote On Brookfield/GIC's A$2.86/Share Offer
Clean deal. Trading tight (as it has done from the onset) at ~1.3%/8.2% gross/annualised. Note: the Offer Price is now A$2.80/share after netting...
380 Views
National Storage REIT (NSR AU): Brookfield/GIC Firm A$2.86/Share Offer
Clean deal. Trading tight at ~2.9%/7.9% gross/annualised, assuming late April completion. Some extra shekels in franking credits for those who can...
462 Views
Last Week In Event SPACE: Qube Holdings, Digital Holdings, Wynn Resorts/Macau, SNT/SMEC
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
1.8k Views