NTT DC REIT IPO: Valuation Insights
NTT DC REIT has launched an SGX IPO to raise proceeds up to US$864 million. My valuation analysis suggests that the IPO price is attractive.
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Smartkarma Corporate Webinar | Sasseur REIT: A Glimpse into China's Outlet Industry
For our next Corporate Webinar we are glad to welcome Sasseur REIT’s CEO, Ms Cecilia Tan. In the upcoming webinar, Cecilia will share a short...
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S-REITs: Investing In An Inflationary Environment
Suntec, with one of the highest gearings in the office subsector, may need to go to the market cap in hand. That or divest some assets - in what is...
958 Views
Update on the S-REIT Re-Allocation Trade
The S-REIT Re-Allocation Basket is +5.3%(TR) from close after I wrote (25 July) to yesterday. Not enough excess value has traded. Should it run?...
473 Views
MNACT's Scheme Meeting on 23 May, IFA Opinion
The IFA considers the scheme consideration to be fair. For a 17 August payment, the annualised spread of the cash-only consideration (including...
590 Views