海外研报
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A bumpy road into the unknown, an elegy
The unprecedented developments surrounding the US general elections have dominated the headlines as the outcome will largely define the US economic, fiscal and
海外研报
2024年07月29日
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 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
Asia ex-China: Electronics export demand to remain robust
The divergence between Asia ex-China’s electronics and non-electronicsexport demand will persist through 2024.
海外研报
2024年07月30日
Asia-Pacific Portfolio Strategy: Asian equity market daily update
The MXAPJ Index rose 0.8% today. Korea and Hong Kong markets outperformed,while Philippines and Indonesia markets underperformed. Within MXAPJ sectors,
海外研报
2024年07月30日
