Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
COMPANY
KT Capital Group
Principal investments and advisory firm
Follow
100
Insights
57.8k
Views
178
Followers
Hong Kong & China
•
Financials & Information Technology
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Nippon Prologis Reit
•
24 Apr 2024 01:53
J-REITs: LONG Nippon Prologis 3283 and SHORT Nippon Building Fund 8951 on Valuation and Fundamentals
We look at the J-REIT market, the interest rate impact, as well as industry fundamentals. We like logistics sector but more bearish on office. We...
Jacob Cheng
Follow
211 Views
Share
bullish
•
CapitaLand Investment /Sing
•
23 Apr 2024 01:06
CapitaLand Investment (CLI): A Leading Global RE Investment Manager with Asia Presence, BUY
CLI is a leading RE investment manager with a solid presence in Asia. It generates fee income and invests in real estate across different asset...
Jacob Cheng
Follow
237 Views
Share
bullish
•
Japan Hotel Reit Investment
•
21 Apr 2024 03:11
Short Note: USDJPY Breaking 154: Positive for RE, Buy Japan Hotel REIT, Buy Japan RE
USDJPY is breaking 154, almost a 20 year high. Weaker Yen is positive to Japan real estate as this drives foreign investment. It is also positive...
Jacob Cheng
Follow
404 Views
Share
bullish
•
Mitsubishi Estate
•
18 Apr 2024 03:50
8802 Mitsubishi Estate - Another Play on Japan RE and Office - Chase the Rally
Japan saw the biggest inflow among Asia and the equity market is strong. 8802 is another interesting play if investor wants to get exposure in...
Jacob Cheng
Follow
223 Views
Share
bullish
•
Thematic (Sector/Industry)
•
17 Apr 2024 03:19
Is It Time to Re-Visit China? Where Is Capital Going? We Look at Positioning, Valuation and Risks
In this insight, we look at capital flows, investors' positioning as well as valuations for the China equities market. Equity market is forward...
Jacob Cheng
Follow
188 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.30.3
x