The Great Hong Kong Retail Short Wharf REIC 1997 HK: Capitalizing on Structural Decline
Structural retail decay from Shenzhen consumption leakage makes Hong Kong commercial property a prime macro short opportunity. We continue to be...
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HK Strategy: Rate Hike Exposure - Fixed & Floating Rate Debt Analysis
With the US$ rate likely to trend higher over the next 12 months, the HSI constituent stocks with elevated gearing and floating-rate debt, like...
124 Views
Primer: Wharf Real Estate Investment Company (1997 HK) - Aug 2026
Irreplaceable Trophy Assets: Wharf REIC's portfolio is anchored by Harbour City and Times Square, two of Hong Kong's most iconic and...
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Soundwill Holdings (878 HK): Foo Family’s Offer at HK$8.50
While the offer is light compared to peer multiples, it is attractive compared to historical trading ranges. A low AGM minority participation rate...
742 Views
Hong Kong To Scrap All "Spicy Measures" (Property Cooling Measures)
HK Finance Secretary has introduced the 2024-2025Â Budget. All "spicy measures" (property cooling measures) are now lifted. This should push the...
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