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REIT Watch
FCT's private placement to fund additional stake in Nex 2.5x subscribed
FCT plans to pay $523.1 million for the additional stake in Nex
January 26, 2024
Company in the news
Frasers Property 'not aware' of possible sale of company nor assets by controlling shareholder
Frasers Property is tightly held by Charoen Sirivadhanabhakdi
January 13, 2024
Investing ideas
Analysts cheer ThaiBev despite lower FY2023 earnings
While the beer segment is losing some fizzle, the spirits business is seen to have more room to do better
November 29, 2023
Broker's Calls
CGS-CIMB, DBS maintain positive view on Frasers Property despite lower FY2023
Given its record low valuations, Frasers Property is deeply undervalued and an attractive privatisation candidate.
November 21, 2023
Property
This developer’s 8% gearing ratio and 0.34x P/NAV is attractive to its chairman
Two properties companies are trading at 0.3 and 0.34 P/NAV. Which is a better privatisation candidate?
October 13, 2023
REITs
FLCT CEO Wallace to step down, successor to be appointed
Wallace joined what was then Australand Property Group in August 2007.
February 14, 2023
M&A
Mercatus divests 50% indirect stake in Nex for $652.5 mil
The stake was divested to Frasers Property and Frasers Centrepoint Trust.
January 26, 2023
SGX Research Series: 10 in 10
Frasers Centrepoint Trust captures the suburban wave
"We believe that we are well positioned to benefit from post-Covid lifestyle trends."
November 23, 2022
Bonds and treasuries
Emerging from a spooky October; bond vigilantes back to bite
There's further scope for corporate credit yields to rise.
November 03, 2022
Global Markets
Be prepared for the train to Busan
I’m always prepared, and so should you.
September 22, 2022