HK REITs Re-Rate On Southbound Inclusion
Stick to a basket of Hong Kong-focused REITs. I'd tilt to those HK-REITs which are not 100% exposed to the office-space, such as Link REIT (823...
231 Views
Great Eagle Holdings (41 HK): Copy That!
GE is cheap. 0.19x P/B is close to its all-time low of 0.17x which occurred in Nov 2022. Once (& when) these family squabbles have been put to...
445 Views
Langham Hospitality Investments (1270 HK): Great Eagle (41 HK)’s Possible Scheme Privatisation
Our methodology for triangulating the potential offer price results in a range of HK$0.63-1.76. Our best guess is an offer of around HK$0.85, a 47%...
604 Views
Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
151 Views
Hang Lung Group: Thoughts On HLP's Scrip Dividend
At 0.13x and 027x P/B - both all-time lows - HLG and HLP are super cheap. I'd still be cautious jumping into either HLG or HLP in a major way
338 Views