LONG Singapore REITs: Capturing the Yield Compression Cycle and Asset Recycling Renaissance
We think Singapore REITs are well positioned for a re-rating, on the back of steep interest rate decline, accelerated M&As and recovery in the...
425 Views
StubWorld: Haw Par Looking Stretched
The special divi has passed; yet Haw Par's NAV disc. to NAV is now around the narrowest inside a year. At 0.4x P/B, I prefer Singapore Land;...
696 Views
Haw Par Corp (HPAR SP): $1 Special Dividend–Xie Xie, Let's Make It Regular!
Haw Par’s stock could potentially double if the company raises its regular dividend to S$1.00 per share—a target achievable using solely its...
982 Views
Primer: UOL Group (UOL SP) - Apr 2026
UOL Group is a leading, diversified property and hospitality group in Singapore with a strong track record and a significant portfolio of...
120 Views
Asia Real Estate Tracker (03-Sep-2026): Ares raises $4B for Japan logistics with CPPIB support.
Ares Management closed a $4B logistics fund in Japan, while Mapletree raised $500M; UOL and CapitaLand bid $1.12B for a site, and Frasers Property...
125 Views