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ENTITY
SMARTSCORE: 3.4/5
Link REIT

Link REIT (823 HK)

138
Analysis
Real EstateHong Kong
Link REIT is a real estate investment trust in Hong Kong. The Trust owns and operates shopping centers, parking space facilities and real estate retail space.
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21 Aug 2024 00:11

A Scenario Analysis: If Fed Initiates a Rate Cut Cycle, How Should Investors Position Themselves?

We conducted a scenario analysis on Asia real estate if Fed is to initiate a new rate cut cycle.  Within Asia, we expect Hong Kong, China and...

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26 Jul 2024 20:38
Smartkarma Originals

HK RE Series (3): Global Macro Starts to Turn More Supportive, Stock Valuation Is Compelling

In this update, we explored the macro themes, including US presidential election, the Fed and China's rate cut and their impact on HK RE stocks. We...

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bullishMMG
23 Jun 2024 07:43

MMG (1208 HK): Rights Trade Playbook

The rights start trading on 24 June. We expect MMG shares to claw back some losses over the rights trading period, particularly towards the end.

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19 Jun 2024 05:40

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...

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bearishMMG
04 Jun 2024 14:06

MMG (1208 HK): US$1.2bn Highly Dilutive Rights Issue

The rights price is HK$2.62, a 24.7% discount to the TERP. Precedents suggest that MMG shares should continue to decline heading into the ex-rights...

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