Homepro Struggles Against High Base Effects
This week, we visited Homepro, the country's largest home improvement retailer. We have only indirect exposure to this stock through a small...
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The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Recent/Upcoming Deals in Thailand
It’s nice being an investment banker these days in Thailand. Looks like a good string of small deals coming their way. The recent ones we heard...
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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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