Primer: Great Eagle (41 HK) - Aug 2026
Great Eagle is a geographically diversified property and hotel company with a high-quality asset portfolio, including the iconic Langham and...
94 Views
Regal REIT (1881 HK) Is Dirt Cheap At 0.1x P/B. Sells Asset At 0.8x P/B.
Liquidity is a major issue. Given the bombed out P/Bs, now seems an opportune time for Lo Yuk-sui to privatise companies up & down the vertical...
365 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%...
1.1k Views
Asia Real Estate Tracker (07-Apr-2026): Australia Post markets seven warehouses in $276M deal.
Australia Post is selling and leasing back seven warehouses for $276 million, while Microsoft plans a $10 billion investment in data centers across...
147 Views
Hong Kong Property: In Need Of A Good Story
Upgrading and flight-to-quality in the office space has the affect of lifting occupancy in new projects; however such activity largely foreshadows...
485 Views