Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

Thematic (Sector/Industry)

Is there really a value in the aircraft leasing business? Or is just the hype of market expectation? This report aims to give a more detailed and comprehensive explanation in the aircraft leasing business model which is more of an investment management business rather than transport related business. Air travel is still the only way to do cross-continental travel hence benefiting from the increasing middle class, especially in the emerging economies.

Is there really a value in the aircraft leasing business? Or is just the hype of market expectation? This report aims to give a more detailed and comprehensive explanation in the aircraft leasing business model which is more of an investment management business rather than transport related business. Air travel is still the only way to do cross-continental travel hence benefiting from the increasing middle class, especially in the emerging economies. 

Aircraft Leasing Companies: Boring Business?

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

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ASEAN Plays Poised to Gain from China&#39;s Belt & Road Initiative (OBOR)

Jardine Strategic Scheduled to Join STI on 18 September

STI’s Strongest Sectors in YTD – Real Estate, Financials & Industrials

ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

In this week's ASEAN weekly offering I include a "Bonus Insight" with <a href="https://www.smartkarma.com/entities/440" target="_blank" data-smartkarma-citation="entities:440:1">Bank Central Asia Tbk Pt (BBCA IJ)</a> from my visit to Jakarta last week. Please read to the end to discover a surprisingly optimistic view from a generally very conservative bank.This week we had some great bottom-up insights on the telecom sector including a positive view on <a href="https://www.smartkarma.com/entities/6848" target="_blank" data-smartkarma-citation="entities:6848:1">Sarana Menara Nusantara Pt (TOWR IJ)</a> (Protelindo) from <a href="https://www.smartkarma.com/profiles/286" target="_blank" data-smartkarma-citation="accounts:286">New Street Research</a>, an inaugural note from <a href="https://www.smartkarma.com/profiles/1218" target="_blank" data-smartkarma-citation="accounts:1218">Surabhi Chopra</a> on <a href="https://www.smartkarma.com/entities/1051" target="_blank" data-smartkarma-citation="entities:1051:1">Telekomunikasi Indonesia (TLKM IJ)</a>…

In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please read to the end to discover a surprisingly optimistic view from a generally very conservative bank.This week we had some great bottom-up insights on the telecom sector including a positive view on Sarana Menara Nusantara Pt (TOWR IJ) (Protelindo) from New Street Research, an inaugural note from Surabhi Chopra on Telekomunikasi Indonesia (TLKM IJ)…

The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking

Singapore

SATS Limited provides integrated ground handling and in-flight catering services at Singapore Changi Airport.  The Company also provides aviation security, airline laundry, and airport cargo delivery management services.

Price Gauge
52-week Range	0.00 - 0.00
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SATS (SATS SP)

Aircraft Leasing Companies: Boring Business?

Is there really a value in the aircraft leasing business? Or is just the hype of market expectation? This report aims to give a more detailed and...

Henry Soediarko

ASEAN Plays Poised to Gain from China's Belt & Road Initiative (OBOR)

Singapore Exchange Ltd (SGX)

Jardine Strategic Scheduled to Join STI on 18 September

Singapore Exchange Ltd (SGX)

STI’s Strongest Sectors in YTD – Real Estate, Financials & Industrials

Singapore Exchange Ltd (SGX)

The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking

In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...

Angus Mackintosh

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Aircraft Leasing Companies: Boring Business?

Is there really a value in the aircraft leasing business? Or is just the hype of market expectation? This report aims to give a more detailed and...

Henry Soediarko

ASEAN Plays Poised to Gain from China&#39;s Belt & Road Initiative (OBOR)

Singapore Exchange Ltd (SGX)

Jardine Strategic Scheduled to Join STI on 18 September

Singapore Exchange Ltd (SGX)

STI’s Strongest Sectors in YTD – Real Estate, Financials & Industrials

Singapore Exchange Ltd (SGX)

The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking

In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...

Angus Mackintosh

ASEAN Plays Poised to Gain from China's Belt & Road Initiative (OBOR)