Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul><li>Arch Capital has sold its stake in a $500 million shopping mall located in Taiwan.</li><li>Singapore has initiated applications for the construction of new data centers totaling 200MW.</li><li>City Developments Limited (CDL) has purchased the Holiday Inn in Central London for $370 million.</li></ul>

Arch Capital has sold its stake in a $500 million shopping mall located in Taiwan.Singapore has initiated applications for the construction of new data centers totaling 200MW.City Developments Limited (CDL) has purchased the Holiday Inn in Central London for $370 million.

Asia Real Estate Tracker (04-Dec-2025): Arch Capital exits $500M stake in Taiwan mall.

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Bottom-Up

Orient Overseas International / Equity Bottom-Up

Orient Overseas International Ltd, through its subsidiaries, owns and leases ships, operates terminals, and provides freight forwarding and container transportation services.  The Company also develops and invests in properties, leases equipment, and invests in securities.

<ul>
<li>Price momentum and volume growth both remained weak in September </li>
<li>Mideast ceasefire raises possibility of Suez Canal re-opening in 2026</li>
<li>Expect pricing to remain weak; Suez re-start would likely lead to losses</li>
</ul>


Price momentum and volume growth both remained weak in September 
Mideast ceasefire raises possibility of Suez Canal re-opening in 2026
Expect pricing to remain weak; Suez re-start would likely lead to losses


Monthly Container Shipping Tracker | Momentum, Volume Still Weak | Suez Restoration? (October 2025)

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

361 Degrees International / Equity Bottom-Up

361 Degrees International Ltd. designs, develops, manufactures, markets and distributes sportswear products, including athletic footwear, apparel and accessories.

<ul><li>1H25 results were a small miss, in our view, and despite the confirmation of FY25E guidance, we have turned more concerned about its store opening plan, offline sales growth and inventory days.</li><li>However, because of its relatively low valuation vs peers, plus its better-than-peers’ retail sales growth in 1H25, we maintain BUY and raise TP to HK$ 7.09, based on 11x FY25E P/E.</li><li>On one hand, we believe the FY25E guidance is achievable, but on the other hand, we do see a few risks or concerns as well.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

1H25 results were a small miss, in our view, and despite the confirmation of FY25E guidance, we have turned more concerned about its store opening plan, offline sales growth and inventory days.However, because of its relatively low valuation vs peers, plus its better-than-peers’ retail sales growth in 1H25, we maintain BUY and raise TP to HK$ 7.09, based on 11x FY25E P/E.On one hand, we believe the FY25E guidance is achievable, but on the other hand, we do see a few risks or concerns as well.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

361 Degrees (1361 HK) - Guidance Unchanged but We Are Concerned

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Competition / In Depth: China intensifies war on toxic competition as economy suffers</li><li>IPOs /In Depth: China reopens the door for loss-making tech startups to go public</li><li>Energy /: Massive new hydropower dam in Xizang won’t harm downstream nations, China says</li></ul>

Competition / In Depth: China intensifies war on toxic competition as economy suffersIPOs /In Depth: China reopens the door for loss-making tech startups to go publicEnergy /: Massive new hydropower dam in Xizang won’t harm downstream nations, China says

CX Daily: China Intensifies War on Toxic Competition as Economy Suffers 

<ul><li>China’s Nasdaq-style STAR Market will reopen its doors to unprofitable companies as part of a broader set of measures announced Wednesday that aim to strengthen the stock market’s role in supporting high-tech and strategic emerging industries.</li><li>The measures include setting up a special sector for sci-tech growth companies on the Shanghai-based market, launching a pre-IPO review mechanism, and refining refinancing and strategic investor criteria, Wu Qing, chairman of the China Securities Regulatory Commission (CSRC), said in a speech at the annual Lujiazui Forum in Shanghai.</li><li>“Establishing a sci-tech growth sector on the STAR Market and reinstating the fifth listing standard for unprofitable companies will provide more precise services to high-quality technology enterprises with major technological breakthroughs, promising commercial prospects, and a commitment to continuous investment in research and development,” Wu said.</li></ul>

China’s Nasdaq-style STAR Market will reopen its doors to unprofitable companies as part of a broader set of measures announced Wednesday that aim to strengthen the stock market’s role in supporting high-tech and strategic emerging industries.The measures include setting up a special sector for sci-tech growth companies on the Shanghai-based market, launching a pre-IPO review mechanism, and refining refinancing and strategic investor criteria, Wu Qing, chairman of the China Securities Regulatory Commission (CSRC), said in a speech at the annual Lujiazui Forum in Shanghai.“Establishing a sci-tech growth sector on the STAR Market and reinstating the fifth listing standard for unprofitable companies will provide more precise services to high-quality technology enterprises with major technological breakthroughs, promising commercial prospects, and a commitment to continuous investment in research and development,” Wu said.

China to Reopen STAR Market to Loss-Making Tech Firms  

Opportunities and Impact of China's Reopening

China Reopening
Opportunities and Impact of China's Reopening

Asia Real Estate Tracker (04-Dec-2025): Arch Capital exits $500M stake in Taiwan mall.

Arch Capital has sold its $500 million Taiwan mall investment, while Singapore opens applications for 200MW of new data centers, and CDL buys...

Asia Real Estate Tracker

Monthly Container Shipping Tracker | Momentum, Volume Still Weak | Suez Restoration? (October 2025)

Price momentum and North American inbound demand both remained weak in September, and we believe a new ceasefire raises the likelihood of a Suez...

Tracking Traffic

361 Degrees (1361 HK) - Guidance Unchanged but We Are Concerned

1H25 results were a small miss, in our view, and despite the confirmation of FY25E guidance, we have turned more concerned about its store opening...

CMB International

CX Daily: China Intensifies War on Toxic Competition as Economy Suffers

Competition / In Depth: China intensifies war on toxic competition as economy suffers IPOs /In Depth: China reopens the door for loss-making tech...

Caixin Global

China to Reopen STAR Market to Loss-Making Tech Firms

China’s Nasdaq-style STAR Market will reopen its doors to unprofitable companies as part of a broader set of measures announced Wednesday that aim...

Caixin Global