Singapore and emerging market real estate

Royston Foo

Thematic (Sector/Industry)

<p>Since the beginning of this current collective sale cycle in 1H 2017, developers have spent a total of S$16.4 bil replenishing their land bank. The biggest spenders in this current collective sale cycle include City Developments/Hong Leong Group, Oxley and MCL Land. On the other hand, some notable names were missing in this current collective sale cycle, such as Far East Organization and Keppel Land. A study of the share price performance of developers shows that the immediate market reaction to land acquisition announcements has turned more muted in 2018. Going forward, key drivers to share price performance are likely to be the sales performance and take-up rates of the new supply.</p>

Since the beginning of this current collective sale cycle in 1H 2017, developers have spent a total of S$16.4 bil replenishing their land bank. The biggest spenders in this current collective sale cycle include City Developments/Hong Leong Group, Oxley and MCL Land. On the other hand, some notable names were missing in this current collective sale cycle, such as Far East Organization and Keppel Land. A study of the share price performance of developers shows that the immediate market reaction to land acquisition announcements has turned more muted in 2018. Going forward, key drivers to share price performance are likely to be the sales performance and take-up rates of the new supply.

Singapore Property - Muted Share Price Reaction to Collective Sales. What Could Be the Next Driver?

<p>During the month of March, Singapore property market continued to deliver positive newsflow that benefited the share price performance of Singapore property developers. Some of the notable property news during the month of March includes:</p><ul>
<li>GuocoLand and Hong Leong acquiring Pacific Mansion for S$980 mil, setting a new high among recent collective sales</li>
<li>A 99-year mixed-use site a Holland Road attracted 15 bids, with some developers placing more than 1 bid with different concept proposals</li>
<li>The first…</li>
</ul>

During the month of March, Singapore property market continued to deliver positive newsflow that benefited the share price performance of Singapore property developers. Some of the notable property news during the month of March includes:
GuocoLand and Hong Leong acquiring Pacific Mansion for S$980 mil, setting a new high among recent collective sales
A 99-year mixed-use site a Holland Road attracted 15 bids, with some developers placing more than 1 bid with different concept proposals
The first…


Singapore Property – Large-Caps with Growth Pipeline and Strong Balance Sheet Remains in Favor

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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Real Estate Managers & Developers Led the STI in 2017 YTD

Deciphering real estate markets globally., Rems Advisors

TAN Kok Keong

Deciphering real estate markets globally.

Rems Advisors

<p>Developers have responded aggressively in the latest Government Land Tender following the strong performance of new residential launches over the past months. In the latest land tender, the highest bid and the number of bidders far exceeded market expectations.</p><h2>Bid at 68% higher than lowest bidder </h2><p>SP Setia submitted the highest bid of S$939 per sq ft of gross floor area for a site at Toh Tuck (a suburban, middle-class location). The bid is 1.8% above the second highest bidder and 68% above the…</p>

Developers have responded aggressively in the latest Government Land Tender following the strong performance of new residential launches over the past months. In the latest land tender, the highest bid and the number of bidders far exceeded market expectations.Bid at 68% higher than lowest bidder SP Setia submitted the highest bid of S$939 per sq ft of gross floor area for a site at Toh Tuck (a suburban, middle-class location). The bid is 1.8% above the second highest bidder and 68% above the…

SP Setia Beats 23 Other Bidders in the Latest Government Land Tender

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

<h2><strong>The Week that Was in ASEAN@Smartkarma</strong></h2><p>In this week's ASEAN offering, I will start with some <strong>political commentary highlighting a significant change in the landscape surrounding the second round of the run off in the Jakarta Gubernatorial elections. </strong></p><p>After the first round, incumbent Governor "Ahok" Tjahaja Purnama was left with the uphill task of persuading a large portion of his opponent Agus Yudhoyono's supporters (17% of the vote in round one) to come across to him in order to defeat his opponent…</p>

The Week that Was in ASEAN@SmartkarmaIn this week's ASEAN offering, I will start with some political commentary highlighting a significant change in the landscape surrounding the second round of the run off in the Jakarta Gubernatorial elections. After the first round, incumbent Governor "Ahok" Tjahaja Purnama was left with the uphill task of persuading a large portion of his opponent Agus Yudhoyono's supporters (17% of the vote in round one) to come across to him in order to defeat his opponent…

The Week that Was in ASEAN@Smartkarma - Reconciliation, BreadTalk and Golf

Singapore

Wing Tai Holdings Limited is an investment holding company whose subsidiaries invest in and develop properties, manufacture woven labels, and trade garments and architectural products and accessories.  The Company also provides management services and operates restaurants.

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Wing Tai Holdings (WINGT SP)

Singapore Property – Large-Caps with Growth Pipeline and Strong Balance Sheet Remains in Favor

During the month of March, Singapore property market continued to deliver positive newsflow that benefited the share price performance of Singapore...

Royston Foo

Real Estate Managers & Developers Led the STI in 2017 YTD

Singapore Exchange Ltd (SGX)

SP Setia Beats 23 Other Bidders in the Latest Government Land Tender

Developers have responded aggressively in the latest Government Land Tender following the strong performance of new residential launches over the...

TAN Kok Keong

The Week that Was in ASEAN@Smartkarma - Reconciliation, BreadTalk and Golf

The Week that Was in ASEAN@SmartkarmaIn this week's ASEAN offering, I will start with some political commentary highlighting a significant change...

Angus Mackintosh

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52-week Range

Market Cap (USDm)

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Singapore Property - Muted Share Price Reaction to Collective Sales. What Could Be the Next Driver?

Since the beginning of this current collective sale cycle in 1H 2017, developers have spent a total of S$16.4 bil replenishing their land bank. The...

Royston Foo

Singapore Property – Large-Caps with Growth Pipeline and Strong Balance Sheet Remains in Favor

During the month of March, Singapore property market continued to deliver positive newsflow that benefited the share price performance of Singapore...

Royston Foo

Real Estate Managers & Developers Led the STI in 2017 YTD

Singapore Exchange Ltd (SGX)

SP Setia Beats 23 Other Bidders in the Latest Government Land Tender

Developers have responded aggressively in the latest Government Land Tender following the strong performance of new residential launches over the...

TAN Kok Keong

The Week that Was in ASEAN@Smartkarma - Reconciliation, BreadTalk and Golf

The Week that Was in ASEAN@SmartkarmaIn this week's ASEAN offering, I will start with some political commentary highlighting a significant change...

Angus Mackintosh