Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>RTHK just reporting that HK Finance Secretary Paul Chan has said in his budget speech that HK will remove all property cooling measures in place, with immediate effect. </li>
<li>That would be That is Special Stamp Duty, Buyer's Stamp Duty, New Residential Stamp Duty. "Measures no longer necessary given the current economic and market conditions."</li>
<li>This should cause people to get excited short-term about property developers.</li>
</ul>


RTHK just reporting that HK Finance Secretary Paul Chan has said in his budget speech that HK will remove all property cooling measures in place, with immediate effect. 
That would be That is Special Stamp Duty, Buyer's Stamp Duty, New Residential Stamp Duty. "Measures no longer necessary given the current economic and market conditions."
This should cause people to get excited short-term about property developers.


Hong Kong To Scrap All "Spicy Measures" (Property Cooling Measures)

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

Hong Kong Exchanges and Clearing / Index Rebalance

Hong Kong Exchanges and Clearing (388 HK)

<ul>
<li>The FRTIB benchmark switch from the EAFE Index to the ACWI IMI ex-USA ex-China ex-Hong Kong Index will result in a round trip trade of around US$56bn.</li>
<li>The changes for the <a href="https://www.smartkarma.com/entities/shanghai-shenzhen-csi-300-inde" target="_blank" data-smartkarma-citation="entities:22906:1" rel="noopener">CSI 300</a>, <a href="https://www.smartkarma.com/entities/csi-smallcap-500-index-shang" target="_blank" data-smartkarma-citation="entities:35347:1" rel="noopener">CSI 500</a>, <a href="https://www.smartkarma.com/entities/sse-science-and-technology-innovation-board-50-index" target="_blank" data-smartkarma-citation="entities:29279:1" rel="noopener">STAR50</a>, <a href="https://www.smartkarma.com/entities/shanghai-stock-exchange-sse-50-a-share-index" target="_blank" data-smartkarma-citation="entities:31073:1" rel="noopener">SSE50</a> and a bunch of other mainland China indices will be announced after market close on Friday.</li>
<li>Relatively quiet week for ETF flows with no major creations or redemptions during the week.</li>
</ul>


The FRTIB benchmark switch from the EAFE Index to the ACWI IMI ex-USA ex-China ex-Hong Kong Index will result in a round trip trade of around US$56bn.
The changes for the CSI 300, CSI 500, STAR50, SSE50 and a bunch of other mainland China indices will be announced after market close on Friday.
Relatively quiet week for ETF flows with no major creations or redemptions during the week.


Index Rebalance & ETF Flow Recap: FRTIB, Japan, CSI300, CSI500, STAR50, WuXi XDC, Asahi

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Equity Bottom-Up

Sun Hung Kai Properties / Equity Bottom-Up

<ul>
<li>Rising real rates and fears of China's cross-border crackdown have hurt the stock price</li>
<li>In the short-term, we are anticipating a decline in both nominal and real yields</li>
<li>Longer-Term, this quality developer is geared to the cyclical upswing in Hong Kong residential property, which is in its early days </li>
</ul>


Rising real rates and fears of China's cross-border crackdown have hurt the stock price
In the short-term, we are anticipating a decline in both nominal and real yields
Longer-Term, this quality developer is geared to the cyclical upswing in Hong Kong residential property, which is in its early days 


Tactical Trading -Sun Hung Kai Properties 16.HK - Waiting for the Pendulum to Swing Back

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>Rava has successfully acquired Peninsula Private Hospital from Australian Unity for a total of $208 million.</li>
<li>Blackstone's Horizon has reported a significant 36% increase in EBITDA and a notable reduction in losses post-IPO in India.</li>
<li>NFD Korea has begun construction on a substantial 300MW AI data center campus located in Danjin, South Korea.</li>
</ul>


Rava has successfully acquired Peninsula Private Hospital from Australian Unity for a total of $208 million.
Blackstone's Horizon has reported a significant 36% increase in EBITDA and a notable reduction in losses post-IPO in India.
NFD Korea has begun construction on a substantial 300MW AI data center campus located in Danjin, South Korea.


Asia Real Estate Tracker (15-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

<ul><li>Rava’s Barwon has successfully acquired Peninsula Private Hospital for $208 million from Australian Unity.</li><li>Blackstone's Horizon has reported a significant 36% increase in EBITDA and reduced losses post-IPO in India.</li><li>NFD Korea has begun construction on a substantial 300MW AI data center campus located in Danjin.</li></ul>

Rava’s Barwon has successfully acquired Peninsula Private Hospital for $208 million from Australian Unity.Blackstone's Horizon has reported a significant 36% increase in EBITDA and reduced losses post-IPO in India.NFD Korea has begun construction on a substantial 300MW AI data center campus located in Danjin.

Asia Real Estate Tracker (14-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

Hong Kong

Sun Hung Kai Properties is a leading diversified real estate developer in Hong Kong, specializing in the development of residential, office, and retail properties for sale and investment. The company also operates in property management, hotels, telecommunications, transport, and infrastructure. Headquartered in Wan Chai, Hong Kong, the group was founded in 1963.

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Sun Hung Kai Properties (16 HK)

Hong Kong To Scrap All "Spicy Measures" (Property Cooling Measures)

HK Finance Secretary has introduced the 2024-2025 Budget. All "spicy measures" (property cooling measures) are now lifted. This should push the...

Travis Lundy

Index Rebalance & ETF Flow Recap: FRTIB, Japan, CSI300, CSI500, STAR50, WuXi XDC, Asahi

This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...

Brian Freitas

Tactical Trading -Sun Hung Kai Properties 16.HK - Waiting for the Pendulum to Swing Back

Stock has been hurt by rising real rates and China crackdown fears, but we anticipate a decline in yields in the short term, while longer-term it...

Rikki Malik

Asia Real Estate Tracker (15-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

Rava acquired Peninsula Private Hospital for $208M, Blackstone's Horizon reported a 36% EBITDA increase, and NFD Korea began a 300MW data center in...

Asia Real Estate Tracker

Asia Real Estate Tracker (14-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

Rava’s Barwon buys Peninsula Private Hospital for $208M, while Blackstone's Horizon sees a 36% EBITDA rise; APAC real estate news includes major...

Asia Real Estate Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Hong Kong To Scrap All "Spicy Measures" (Property Cooling Measures)

HK Finance Secretary has introduced the 2024-2025 Budget. All "spicy measures" (property cooling measures) are now lifted. This should push the...

Travis Lundy

Index Rebalance & ETF Flow Recap: FRTIB, Japan, CSI300, CSI500, STAR50, WuXi XDC, Asahi

This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...

Brian Freitas

Tactical Trading -Sun Hung Kai Properties 16.HK - Waiting for the Pendulum to Swing Back

​Stock has been hurt by rising real rates and China crackdown fears, but we anticipate a decline in yields in the short term, while longer-term it...

Rikki Malik

Asia Real Estate Tracker (15-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

Rava acquired Peninsula Private Hospital for $208M, Blackstone's Horizon reported a 36% EBITDA increase, and NFD Korea began a 300MW data center in...

Asia Real Estate Tracker

Asia Real Estate Tracker (14-Sep-2026): Rava buys Peninsula Private Hospital for $208M.

Rava’s Barwon buys Peninsula Private Hospital for $208M, while Blackstone's Horizon sees a 36% EBITDA rise; APAC real estate news includes major...

Asia Real Estate Tracker

Stock has been hurt by rising real rates and China crackdown fears, but we anticipate a decline in yields in the short term, while longer-term it...