Thursday, October 25, 2012

Betting on Iskandar

Australian billionaire Lang Walker has developed property all over the world. Now, the biggest opportunity he sees for his Walker Corp lies in Iskandar Malaysia. What’s drawing him there? Read our cover story for this week. Download the latest iPad app here.

Also inside Issue 547 (October 29-November 4)

  • The Week: ARA pulls plug on Dynasty REIT
  • Edgewise: Would Thai Beverage be better off if OUE won the fight for F&N?
  • Focus on productivity amid protracted stagflation, says Morgan Stanley’s Tan
  • Global outlook not so bad, says EIU’s Bew
  • Starhill Global REIT sees revenue rise at Wisma Atria, stability from master leases
  • SIA, Cathay Pacific suffer yield pressures despite summer peak travel, analysts say
  • Big Money: Joan Ng: No end in sight for pay-TV’s football woes
  • SGX q-o-q showing better on M&A activity, but how long can deal enthusiasm last?
  • Increased regulation the way forward for banking industry, says BankersAccuity
  • Lim Yin Foong: Economic troubles are fuelling separatist sentiment in Europe
  • Cap 1: Sentiment down: Singapore shares subdued as Wall Street earnings disappoint
  • Daryl Guppy: Shanghai Index’s breakout pauses
  • Right Timing: Goola Warden: Minor support broken
  • New listing: DeClout woos online game developers with value-added cloud-hosting platform

Investing Ideas:

  • CapitaRetail China Trust: Strong performance compresses yield; expectation of an acquisition grows
  • CapitaMall Trust and Mapletree Logistics Trust offer stable yields

Insider Moves:

  • Sound Global, TMC Education and Swissco Holdings see buying activity

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