Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with 10+ years experience in fundamental and event-driven research.

On Smartkarma, I mainly publish insights on index flow events. This includes predicting regular and intra-review index changes and formulating market-neutral trading strategies based on flow catalysts. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Index Rebal Trades & Special Situations

J-REIT Offering Primer: Get Ready for Offering Season 2021

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sosila-logistics-reit-inc" target="_blank" data-smartkarma-citation="entities:29730:1" rel="noopener">SOSiLA Logistics REIT Inc (2979 JP)</a> (<strong>"SLR"</strong>) announced a follow-on equity offering after market close on 16th November 2021 to fund part of their recent property acquisition. </li>
<li>The primary offer quantity is 66,600 units. In addition, there will also be an over-allotment quantity of 3,330 units. The total size of this offering could be roughly ¥11bn (~US$100mn). </li>
<li>Below, we take a look at the attractiveness of SLR's latest offering with greater emphasis on the potential for strong post-offering secondary market performance.</li>
</ul>



SOSiLA Logistics REIT Inc (2979 JP) ("SLR") announced a follow-on equity offering after market close on 16th November 2021 to fund part of their recent property acquisition. 
The primary offer quantity is 66,600 units. In addition, there will also be an over-allotment quantity of 3,330 units. The total size of this offering could be roughly ¥11bn (~US$100mn). 
Below, we take a look at the attractiveness of SLR's latest offering with greater emphasis on the potential for strong post-offering secondary market performance.


SOSiLA物流リート（2979 JP）：オファリングにより、同業他社を上回るパフォーマンスが期待できる