Refine by region/country
Latest articles in Real Estate
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...
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

Dubai's completed real estate remains in the doldrums, falling c10% on average across all segments in 2019 (the residential segment is now c30% down from the 2014 peak, but still c30% above the 2010-11 trough). The only silver lining is that...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 2 January 2020
Equity Analysis / Vietnam

Vietnam 2020 investment strategy

In our 145-page strategy report we cover all angles of the Vietnam investment case in 2020. Top-down, we highlight the global and domestic macro drivers, as well as upcoming index changes as Vietnam becomes a dominant weight in FM indices. Botto...
Rong Viet Tu Vu
Tu Vu @ Rong Viet 31 December 2019
Company Analysis - Commissioned / Turkey

Summa Group: Kigali Arena completed in record time

Summa Group continues to deliver ambitious projects in Africa and has reported outstanding financial results for FY 18. Inauguration of a 10,000-seater indoor stadium in Kigali, Rwanda, built by Summa in record time, came shortly after the...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 15 October 2019
Company Analysis - Commissioned / Turkey

Summa: Now the sole operator of Niger’s main airport

Summa strengthens its airport concession and hospitality business. In May 2019, Summa Group became the sole operator of the Diori Hamani International Airport (DHIA) in Niamey, Niger, delivering on its strategy to grow its aviation asset portfol...
Tellimer Research Kiti Pantskhava
Kiti Pantskhava @ Tellimer Research 29 July 2019
Flash Report - Fixed Income / Mexico

Mexican REIT FIBRA UNO (FUNO) issues two-tranche bond

FIBRA UNO Trust F/1401 (ticker FUNOTR), a Mexican REIT (Real Estate Investment Trust), issued a two-tranche bond yesterday as follows:Tranche A: US$400 million, long 10-year, launched at T + 287.5 bps, and;Tranche B: US$600 million, long 30-year, lau...
Tellimer Research
Rafael Elias
Rafael Elias @ Tellimer Research 26 June 2019