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KT Capital Group
Principal investments and advisory firm
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Hong Kong & China
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bearish
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Thematic (Sector/Industry)
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30 Apr 2024 02:04
USDJPY Breaking 34-Year High: Are We Seeing Another Asia Financial Crisis? What Will Come Next?
USDJPY breaking 34-year high. Other Asian currencies saw huge depreciation pressure. We look at underlying reason and it is concerning. We...
Jacob Cheng
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203 Views
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bullish
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Nippon Prologis Reit
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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
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222 Views
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bullish
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CapitaLand Investment /Sing
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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
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248 Views
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bullish
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Japan Hotel Reit Investment
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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
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421 Views
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bullish
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Mitsubishi Estate
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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
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234 Views
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