海外研报
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DOLLAR WEBINAR QUESTIONS ANSWERED
inputs into goods assembled in the US. US firms still own the product; hence its value add -- the ability to mark up the retail price (building where it is cheap and selling into a high-income nation). This is,
海外研报
2024年07月30日
Frasers Centrepoint Trust
Management’s track record of portfolio rejuvenation remains best-in-class with a stellardivestment record at exit cap rates of 4.3% and below, while upcycling proceeds into higher yielding
海外研报
2024年07月30日
IFAST Corporation Ltd
. iFAST has set a 10-year target to reach S$100bn in assets under administration (AUA) by2028-2030, from S$21.05bn as of end-March 2024. AUA for iFAST has grown at a CAGR of 15%
海外研报
2024年07月30日
Mapletree Industrial Trust
R . Its portfolio of flatted factories are well located acrossSingapore can be seen as an attractive “landbank” for the REIT. MINT has over the years embark on a
海外研报
2024年07月30日
Mapletree Logistics Trust
Occupancy rates are projected to remain resilientwith proven resilience over economic uncertainties. We believe that high earnings visibility which is a
海外研报
2024年07月30日
TotalEnergies SE
Total has reduced the share of petroleum productsin its sales from 65% in 2015 to 44% in 2021 and aims to bring it down further to 30% in 2030. By
海外研报
2024年07月30日
Yanlord Land Group Ltd
Yanlord Land Group Ltd (Yanlord) is a real estate development company focusing on high-end andluxury residential developments. The company has recently started to move towards nearby Tier 3
海外研报
2024年07月30日
Weekly commentary
We see recent market volatility tied to near-term sentiment shifts rather than corporate earnings and macro data. We prefer to look through these air pockets.
海外研报
2024年07月30日
