BKM Capital Partners’ Post

BKM is proud to announce the release of our latest whitepaper, Multi-Tenant Light Industrial: Maintaining Resilience in Turbulent Economies. By analyzing the sector's ability to withstand economic disruptions, this report highlights how multi-tenant light industrial properties have proven their resilience through economic challenges, including the Global Financial Crisis, COVID-19, and recent interest rate hikes. Key factors driving the sector's stability include a diverse tenant base, flexible lease structures, solid supply-demand fundamentals, and inflation protection. BKM's confidence in the long-term growth potential of multi-tenant light industrial properties, even during recessions, is reinforced by our decade-long portfolio success. To download and view whitepaper, visit the link https://lnkd.in/gygCwHhj. #BKM #BKMManangementCompany #TenantResiliency #Multitenant #LightIndustrial #CRE #EconomicResilience #ValueAddStrategy

Discover the key factors driving the resilience of multi-tenant light industrial properties in today's unpredictable economic climate. BKM's latest white paper highlights the strategic location, short-term lease structures, and diversification benefits that make this sector a valuable addition to any real estate portfolio. Stay ahead of the game with BKM's expertise in the dynamic world of light industrial properties. #BKM #CREInsights #TenantDiversification #ResilientInvestments #LightIndustrial #ValueAddReal

Unlocking Investment Potential: 🚂 Exploring the strategic advantages of Railway stocks in today's market. From infrastructure developments to rising demand, discover why Railway stocks could be a valuable addition to your investment portfolio. Let's navigate the financial landscape together. Watch the video now for insights and informed decision-making. #StockMarket #InvestmentStrategy #RailwayStock #business #companies #MarketTrends #StocksToWatch #TradingTips #EconomicOutlook #PortfolioManagement #MarketUpdate #StockMarketNews

SIAS Canadian Equity Team Insights - Industrials The S&P/TSX Composite serves as the benchmark for the SIAS Canadian Equity portfolio, where the railway sector in Canada is a significant duopoly, dominated by Canadian Pacific Kansas City (CP) and Canadian National Railway (CN). Together, these companies represent more than 5% of the benchmark. When our portfolio manager, Hebe Liu, CFA, FRM, took over the portfolio, CN held an overweight position of over 6% in the benchmark. After conducting a thorough analysis with the sector analyst, the team decided to trim this position, reallocating the exposure to CP and other industrial holdings. Curious about other industrial holdings we divested from CN? Stay tuned for our next update! We would also like to extend our sincere thanks to SIAS alum Nazia Tabassum, CFA, former portfolio manager for her valuable insights and guidance throughout this process. #InvestmentInsights #CanadianEquity #Railways #PortfolioManagement #SIAS #SFPBeedie #TSX #Industrials

Three Phase Green Transformer Market Expansion Report 2024: Effective Strategies and Market Expansion https://lnkd.in/eCKZtsWp #marketanalysis #marketresearch #marketresearchreports #businessintelligence

BKM is proud to announce the release of our latest whitepaper, Multi-Tenant Light Industrial: Maintaining Resilience in Turbulent Economies. By analyzing the sector's ability to withstand economic disruptions, this report highlights how multi-tenant light industrial properties have proven their resilience through economic challenges, including the Global Financial Crisis, COVID-19, and recent interest rate hikes. Key factors driving the sector's stability include a diverse tenant base, flexible lease structures, solid supply-demand fundamentals, and inflation protection. BKM's confidence in the long-term growth potential of multi-tenant light industrial properties, even during recessions, is reinforced by our decade-long portfolio success. To download and view whitepaper, visit https://lnkd.in/g4kp5B9M #BKM #BKMManangementCompany #TenantResiliency #Multitenant #LightIndustrial #CRE #EconomicResilience #ValueAddStrategy

What should we expect from M&A during 2024? Distress, critical minerals and driving value through PE assets are highlighted.... how will the higher interest rate environment, tight credit markets and dry powder impact deal making this year? Read our Canadian M&A Outlook for 2024 for our insights.... #pwccanada #infrastructureprojects #energytransition https://lnkd.in/e5CR2g7r

With record tumble in the Chinese market, you may wonder what is going on. Here are the answers: The sector relative strength rotation charts shows only three sectors were worth investing: telecommunications, prefab construction and some electric equipment. All other sectors are in bad shape. No wonder the markets sell off as derivative debacle kicks in. Yes, the markets are as bad it can go, but the intelligence under the charts are always there.

Commenting on our FY Results, CEO Alex Vaughan said: “We had good momentum in the business in 2023, delivering strong growth in adjusted operating profit and a 23% increase in adjusted earnings per share, together with significant net cash flow, ending the year with a net cash balance of £164.4m. “We have an excellent pipeline of opportunities and are driving high levels of tendering activity. We expect significant growth in #Water and #Energy over the next few years. Good progress has been made in rebalancing our customer base with a broader range of exclusively Tier 1 clients. This puts us in a positive position to take advantage of the medium and long-term growth opportunities in UK #infrastructure. “The quality and balance of our forward work across our two divisions – #NaturalResources and #Transportation - gives us good visibility on future revenue and margin. We have more than 80% of expected revenue secured for 2024 and our forward work stands at around three times 2023 revenue. We see continuing momentum in the business and remain confident in the Group’s growth prospects.” You can watch our results presentation here: https://bit.ly/3zgoEau #WeAreCostain #SustainableInfrastructure #ImprovingPeoplesLives

The stark contrast in Price to Earnings (P/E) ratios between NBCC (India) Ltd and its private sector counterparts in the infrastructure development sector underscores worrying trend in market valuation and investor sentiment. Companies like J.Kumar Infraprojects, HG Infra Engineering and G R Infraprojects boast P/E ratios of 16.11, 12.33, and 10.26 resp, which are significantly lower than NBCC's astronomical P/E of 80.1. This discrepancy not only highlights the speculative bubble surrounding NBCC but also casts shadow over market realism and is a double edged sword. It attract attention but also scrutiny. The market eventual recognition of this disparity could lead to a significant adjustment in NBCC valuation. This post nothing to do with investment advise but my thoughts. One can deal with his wisdom.