ESR (1821 HK): A Shareholder Register Look-Through
I don't see anyting material or untoward in the s329 register. 56.54% of disinterested shares are supportive. If 10th July payment, this is trading...
841 Views
ESR Group (1821 HK): Offer Musings
As it expands throughout the region, it is arguable ESR has been unfairly penalised by HKEx's protracted bear run. A move away from the HKEx does...
862 Views
Asia Real Estate Tracker (27-Jan-2026): Wing Tai sells London office to Berkeley Square.
Wing Tai sold its London office to Berkeley Square, while NPS acquired a $300M property in Incheon; KDDI launched a 48MW AI data center in Osaka,...
323 Views
The Week That Was in ASEAN@Smartkarma - Grab Expands, Alfamart, and Mapletree Mega-Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
511 Views
Overview of My Winners and Losers in 2021... And 5 High Conviction Ideas Going Into 2022
2021's vintage of 5 High Conviction Ideas did extremely well led by star performer Pc Partner. Our new selection for 2022 will hopefully have some...
1.5k Views