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Latest articles in Real Estate
Equity Analysis / Thailand

Back into the spotlight

Why take positions now? Exciting earnings growth through 2H20. Promising 2021 outlook.
Bualuang Securities Narumon Ekasamut
Narumon Ekasamut @ Bualuang Securities 15 October 2020
Macro Analysis / Global

Why sustainability matters to global cities

Big cities are not always seen as being particularly environmentally friendly. What are the key considerations for cities and sustainability? We seek out the companies that can make a positive change and then help them to facilitate this transition a...
Insights 7 October 2020
Macro Analysis / Global

Q&A: The demographic challenge facing European cities

Covid-19 and the subsequent lockdowns around the world have had a devastating effect on global economic growth. These trends raise a number of questions over the long-tern economic prospects for Europe. What does this mean for investors? Tom Walker s...
Insights 1 October 2020
Equity Analysis / Thailand

CEO insight: never-ending growth

AWC now ranks the largest mid to luxury hotel owner in Thailand with 16 hotels (4,896 rooms). The 17th hotel, Banyan Tree Krabi (72 rooms) will open in Oct 2020. In the next five years, AWC will complete 8 hotels in Bangkok, Pattaya, Hua Hin and Chia...
Bualuang Securities Narumon Ekasamut
Narumon Ekasamut @ Bualuang Securities 10 September 2020
Strategy Note / Saudi Arabia

2020 Saudi Equity Strategy

We expect 2020 to be a more positive year for the Saudi economy,with stronger growth driven by the non-oil sector as a result of progress on the Vision Realisation Programs (VRPs) and the domestic investment of the proceeds of the Saudi Aramco IPO. O...
NCB Capital Irfan Ellam
Irfan Ellam @ NCB Capital 20 January 2020
Strategy Note / United Arab Emirates

Dubai dichotomy: completed real estate vs Emaar off-plan

This is despite the passage of about a year since a raft of reforms on visas (10-year for highly qualified professionals, 5-year for retirees, visa on arrival for short-stay tourists) and business licences (dual on and offshore licences, 100% ownersh...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 2 January 2020