Link REIT – Bread and Butter Melting
LINK REIT:Â Almost Nothing Is Going Right For Link REIT. Rental Reversion Rates Weakening In Hong Kong; FV Marks Remain Negative; and Capital...
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Trade Ideas for Singapore REITs - Implications from CCT+CMT Merger
In my earlier insight on Singapore's Fortitude budget, Singapore REITs - REITs Will Have to Fund Some SME Rents, by Law, I had mentioned the...
479 Views
S-REIT M&As: CCT-CMT & ESR-REIT-Sabana REIT Mergers
In January, CapitaLand proposed a merger of CCT and CMT in an S$8.3 billion cash-and-stock deal. Both REITs will hold their respective...
128 Views
Singapore’s 30 Actively Traded Stocks with Highest 8M Institutional Inflows
Singapore’s 30 actively traded stocks that were recipient to the highest net institutional inflows over the first eight months of 2020,...
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ESR REIT 4.6% Perpetual - Appears Expensive
We think the ESR-REIT (EREIT SP) Â perpetual (4.6% perpetual callable on 3-11-22) is expensive with respect to its senior bonds as well as perps...
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