Freelance Research Analyst

Tay Hock Meng

Thematic (Sector/Industry)

<p>Developers managed to sell 384 new units, excluding executive condominiums (ECs) in December 2015, compared to 759 units in November 2015, and 230 units in December 2014. Including ECs, developers sold a total of 508 new units in December 2015, compared to 945 new units in November 2015, and 406 new units in December 2014. The December 2015 results brings the total number of new private residential units sold by developers to around 7,460 to 7,490 in 2015, about 2% higher than 2014 (Comprehensive property sales results for 4Q and whole of 2015  is scheduled to be released by the government on January 22, 2016).</p><p> </p>

Developers managed to sell 384 new units, excluding executive condominiums (ECs) in December 2015, compared to 759 units in November 2015, and 230 units in December 2014. Including ECs, developers sold a total of 508 new units in December 2015, compared to 945 new units in November 2015, and 406 new units in December 2014. The December 2015 results brings the total number of new private residential units sold by developers to around 7,460 to 7,490 in 2015, about 2% higher than 2014 (Comprehensive property sales results for 4Q and whole of 2015  is scheduled to be released by the government on January 22, 2016). 

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>Gemlife (GLF AU) is looking to raise A$750m in a primary offering, valuing the company at A$1.58bn. The stock is expected to start trading on 3 July.</li>
<li>The Puljich family and <a href="https://www.smartkarma.com/entities/thakral-corp-ltd" target="_blank" data-smartkarma-citation="entities:5482:1" rel="noopener">Thakral Corp (THK SP)</a> are escrowed on their shares till mid 2026 at the earliest. </li>
<li>Gemlife (GLF AU) could be added to global indexes in November and December this year, but S&amp;P/ASX 300 Index inclusion could take place only in March 2026.</li>
</ul>


Gemlife (GLF AU) is looking to raise A$750m in a primary offering, valuing the company at A$1.58bn. The stock is expected to start trading on 3 July.
The Puljich family and Thakral Corp (THK SP) are escrowed on their shares till mid 2026 at the earliest. 
Gemlife (GLF AU) could be added to global indexes in November and December this year, but S&amp;P/ASX 300 Index inclusion could take place only in March 2026.


Gemlife (GLF AU): Index Inclusions Start Later This Year

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.

Equity Bottom-Up

<ul>
<li>kopi-C with Thakral’s CEO: "We’ve re-invented ourselves from VCRs to Drones" With the faster pace of development in sectors nowadays, adaptability and willingness to learn from others are crucial in business, says Thakral’s CEO Inderbethal Singh Thakral Building on the momentum, Thakral has invested in Skylark Drones, a start-up specialising in integrating drones in workflows in different industries.</li>
</ul>


kopi-C with Thakral’s CEO: "We’ve re-invented ourselves from VCRs to Drones" With the faster pace of development in sectors nowadays, adaptability and willingness to learn from others are crucial in business, says Thakral’s CEO Inderbethal Singh Thakral Building on the momentum, Thakral has invested in Skylark Drones, a start-up specialising in integrating drones in workflows in different industries.


kopi-C with Thakral’s CEO: "We’ve re-invented ourselves from VCRs to Drones"

10 in 10 with Thakral Corp – Building a Sustainable Future

Singapore

Thakral Corporation is a diversified company primarily engaged in real estate investment across Australia, Japan, and Singapore, including the development and management of over-50s lifestyle resorts and commercial properties. The company also manages and markets beauty, fragrance, and lifestyle brands in Asia, and distributes consumer and enterprise drones. Headquartered in Singapore, the company was incorporated in 1993, building on a family business established in 1905.

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Thakral Corporation (THK SP)

Modest Rise in New Home Sales in 2015

Developers managed to sell 384 new units, excluding executive condominiums (ECs) in December 2015, compared to 759 units in November 2015, and 230...

Tay Hock Meng

Gemlife (GLF AU): Index Inclusions Start Later This Year

Gemlife is looking to raise A$750m at a valuation of A$1.58bn. Stock starts trading on 3 July. Smallcap global index inclusions could be in Nov and...

Brian Freitas

kopi-C with Thakral’s CEO: "We’ve re-invented ourselves from VCRs to Drones"

kopi-C with Thakral’s CEO: "We’ve re-invented ourselves from VCRs to Drones" With the faster pace of development in sectors nowadays, adaptability...

Singapore Exchange Ltd (SGX)

10 in 10 with Thakral Corp – Building a Sustainable Future

Singapore Exchange Ltd (SGX)

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