Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Jacob has 7 years of professional buy-side experience in real estate investment and listed equities.  Jacob worked as a portfolio manager/analyst in Global Listed Real Estate team in AMP Capital and Macquarie Asset Management.  Prior to that, Jacob has spent 5 years in APG asset management, in the listed real estate team.  As one of the largest RE funds in Asia, he co-managed EUR6bn investment portfolio with the team with a focus on Hong Kong and China property.  He led the USD200m cornerstone investment in Wanda Commercial Properties IPO (the largest mall operator and developer in China).  Prior to this, Jacob has 3 years of experience in investment banking in Bank of America Merrill Lynch, covering equity, debt and M&A transactions across real estate, consumer& retail and TMT sectors.  Jacob specializes in fundamental bottom up research.  Aside from work, Jacob has a personal interest in spirituality and personal development.  He practiced meditation and has published a book about meaning of life in 2016.

Listed Real Estate Asia

Central Pattana: Thailand’s Largest Retail Property Developer to Ride on Domestic & Tourist Recovery

Asia Monetary Easing: Tailored for Income-Generating Real Estate

A Scenario Analysis: If Fed Initiates a Rate Cut Cycle, How Should Investors Position Themselves?

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Equity Bottom-Up

<ul>
<li>Amata provides direct leverage to massive foreign direct investment flowing into ASEAN, acting as an irreplaceable infrastructure proxy for global supply chain diversification.</li>
<li>First-Quarter 2026 net profit surged 67% year-over-year, supported by a historic 21.5 billion baht backlog and compounding, high-margin utility revenues.</li>
<li>A transformative 1-gigawatt data center partnership positions Amata at the epicenter of Southeast Asia’s digital expansion, unlocking massive recurring energy and utility income streams.</li>
</ul>


Amata provides direct leverage to massive foreign direct investment flowing into ASEAN, acting as an irreplaceable infrastructure proxy for global supply chain diversification.
First-Quarter 2026 net profit surged 67% year-over-year, supported by a historic 21.5 billion baht backlog and compounding, high-margin utility revenues.
A transformative 1-gigawatt data center partnership positions Amata at the epicenter of Southeast Asia’s digital expansion, unlocking massive recurring energy and utility income streams.


1GW Toll-Bridge: LONG Amata to Capitalize on the Trillion-Dollar 'China Plus One' Capital Flight

Amata Corporation

1GW Toll-Bridge: LONG Amata to Capitalize on the Trillion-Dollar 'China Plus One' Capital Flight