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>A REIT is considering selling Morgan Stanley's European headquarters in Canary Wharf, London.</li><li>LaSalle has sold stakes in two multi-family properties in Shanghai to the China Life Fund.</li><li>China has approved its first commercial REIT IPOs, contributing to an $8.7 billion pipeline.</li></ul>

A REIT is considering selling Morgan Stanley's European headquarters in Canary Wharf, London.LaSalle has sold stakes in two multi-family properties in Shanghai to the China Life Fund.China has approved its first commercial REIT IPOs, contributing to an $8.7 billion pipeline.

Asia Real Estate Tracker (30-Apr-2026): REIT considers selling Morgan Stanley HQ in London.

<ul><li>Link REIT from Hong Kong has completed the sale of a Singapore shopping center for $196.3 million.</li><li>Mapletree's Australian office fund has reported a significant loss of $58 million from a Brisbane property sale.</li><li>Australian AI startup Firmus has successfully raised $505 million in equity funding, led by Coatue.</li></ul>

Link REIT from Hong Kong has completed the sale of a Singapore shopping center for $196.3 million.Mapletree's Australian office fund has reported a significant loss of $58 million from a Brisbane property sale.Australian AI startup Firmus has successfully raised $505 million in equity funding, led by Coatue.

Asia Real Estate Tracker (09-Apr-2026): Hong Kong's Link REIT sells Singapore mall for $196.3M.

HK/China Equity Long-Short

Osbert Tang, CFA

<ul>
<li>The elevated crude oil prices are expected to drive persistent inflationary pressure, and this will benefit high dividend yield stocks.</li>
<li>The top 10 high-yield HSI constituents have an average dividend yield of 6.7% for CY26. Since the War, they have outperformed the Index by an average of 1.1pp.</li>
<li>
<a href="https://www.smartkarma.com/entities/china-unicom-hong-kong-ltd" target="_blank" data-smartkarma-citation="entities:1016:1" rel="noopener">China Unicom HK (762 HK)</a>, <a href="https://www.smartkarma.com/entities/china-mobile-ltd" target="_blank" data-smartkarma-citation="entities:27:1" rel="noopener">China Mobile (941 HK)</a>, <a href="https://www.smartkarma.com/entities/link-reit" target="_blank" data-smartkarma-citation="entities:872:1" rel="noopener">Link REIT (823 HK)</a>, <a href="https://www.smartkarma.com/entities/tingyi-cayman-islands-holding-corp" target="_blank" data-smartkarma-citation="entities:14016:1" rel="noopener">Tingyi Holding (322 HK)</a>, and <a href="https://www.smartkarma.com/entities/china-hongqiao-group-ltd" target="_blank" data-smartkarma-citation="entities:1909:1" rel="noopener">China Hongqiao (1378 HK)</a> are at the top of the list.</li>
</ul>


The elevated crude oil prices are expected to drive persistent inflationary pressure, and this will benefit high dividend yield stocks.
The top 10 high-yield HSI constituents have an average dividend yield of 6.7% for CY26. Since the War, they have outperformed the Index by an average of 1.1pp.

China Unicom HK (762 HK), China Mobile (941 HK), Link REIT (823 HK), Tingyi Holding (322 HK), and China Hongqiao (1378 HK) are at the top of the list.


HK Strategy: Winners of Potentially Higher Inflation

<ul><li>Graeme Torre has joined Hongkong Land as a senior executive, enhancing the company's leadership team.</li><li>Stonepeak has invested $706 million in Aura, an Australian operator of retirement villages, signaling confidence in the sector.</li><li>Wee Hur has returned to profitability due to growth in construction, while Capstone plans to acquire a Seoul project for $226 million.</li></ul>

Graeme Torre has joined Hongkong Land as a senior executive, enhancing the company's leadership team.Stonepeak has invested $706 million in Aura, an Australian operator of retirement villages, signaling confidence in the sector.Wee Hur has returned to profitability due to growth in construction, while Capstone plans to acquire a Seoul project for $226 million.

Asia Real Estate Tracker (03-Mar-2026): Graeme Torre joins Hongkong Land from APG Real Estate.

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Oct 2nd based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were HSBC (5 HK), Tencent (700 HK), Bidu (9888 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Bidu (9888 HK), Bilibili (9626 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Oct 2nd based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were HSBC (5 HK), Tencent (700 HK), Bidu (9888 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Bidu (9888 HK), Bilibili (9626 HK).


Hong Kong Buybacks Weekly (Oct 2nd): HSBC, Tencent, Bidu

Hong Kong

Link REIT is Asia's largest real estate investment trust, managing a diversified portfolio of retail facilities, car parks, offices, and logistics assets across Hong Kong, Chinese Mainland, Australia, Singapore, and the UK. The company was founded in 2004 and is headquartered in Hong Kong.

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Link REIT (823 HK)

Asia Real Estate Tracker (30-Apr-2026): REIT considers selling Morgan Stanley HQ in London.

A REIT may sell Morgan Stanley's London HQ, LaSalle has sold stakes in Shanghai properties, China approves its first commercial REIT IPOs, and...

Asia Real Estate Tracker

Asia Real Estate Tracker (09-Apr-2026): Hong Kong's Link REIT sells Singapore mall for $196.3M.

Link REIT sold a Singapore shopping center for $196.3M, while Mapletree's fund faced a $58M loss; Firmus raised $505M, and Digital Realty expanded...

Asia Real Estate Tracker

HK Strategy: Winners of Potentially Higher Inflation

Elevated crude oil prices are driving inflation, benefiting high dividend yield HSI constituent stocks like China Unicom, China Mobile, Link REIT,...

Osbert Tang, CFA

Asia Real Estate Tracker (03-Mar-2026): Graeme Torre joins Hongkong Land from APG Real Estate.

Graeme Torre joins Hongkong Land, Stonepeak invests $706M in Aura, Mizuho Leasing buys 25% of a Tokyo fund, Wee Hur returns to profit, and Capstone...

Asia Real Estate Tracker

Hong Kong Buybacks Weekly (Oct 2nd): HSBC, Tencent, Bidu

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were HSBC (5 HK),...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Asia Real Estate Tracker (30-Apr-2026): REIT considers selling Morgan Stanley HQ in London.

A REIT may sell Morgan Stanley's London HQ, LaSalle has sold stakes in Shanghai properties, China approves its first commercial REIT IPOs, and...

Asia Real Estate Tracker

Asia Real Estate Tracker (09-Apr-2026): Hong Kong's Link REIT sells Singapore mall for $196.3M.

Link REIT sold a Singapore shopping center for $196.3M, while Mapletree's fund faced a $58M loss; Firmus raised $505M, and Digital Realty expanded...

Asia Real Estate Tracker

HK Strategy: Winners of Potentially Higher Inflation

​Elevated crude oil prices are driving inflation, benefiting high dividend yield HSI constituent stocks like China Unicom, China Mobile, Link REIT,...

Osbert Tang, CFA

Asia Real Estate Tracker (03-Mar-2026): Graeme Torre joins Hongkong Land from APG Real Estate.

Graeme Torre joins Hongkong Land, Stonepeak invests $706M in Aura, Mizuho Leasing buys 25% of a Tokyo fund, Wee Hur returns to profit, and Capstone...

Asia Real Estate Tracker

Hong Kong Buybacks Weekly (Oct 2nd): HSBC, Tencent, Bidu

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were HSBC (5 HK),...

Ke Yan, CFA, FRM

Elevated crude oil prices are driving inflation, benefiting high dividend yield HSI constituent stocks like China Unicom, China Mobile, Link REIT,...