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.

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Cross Asset Strategy

<ul>
<li>We first review at Q1 performance in the major markets we follow</li>
<li>The worst may be over in but news flow will drive markets in the short-term</li>
<li>We look at foreign positioning and fund flow data to assess risks</li>
</ul>


We first review at Q1 performance in the major markets we follow
The worst may be over in but news flow will drive markets in the short-term
We look at foreign positioning and fund flow data to assess risks


Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

<ul>
<li>AI and tech led knee-jerk gains higher. Outperforming optical and photonic names should help QD Laser (6613 JP) after its -16% tumble yesterday.</li>
<li>Yesterday Toyo Engineering (6330 JP) was limit down -19.3% and Chiyoda Corp (6366 JP) -12.4% but both names are ripe for a solid rebound.</li>
<li>With increasingly high yields, the affordability crisis continues and homebuilders will continue to underperform - as will Sumitomo Forestry (1911 JP).</li>
</ul>


AI and tech led knee-jerk gains higher. Outperforming optical and photonic names should help QD Laser (6613 JP) after its -16% tumble yesterday.
Yesterday Toyo Engineering (6330 JP) was limit down -19.3% and Chiyoda Corp (6366 JP) -12.4% but both names are ripe for a solid rebound.
With increasingly high yields, the affordability crisis continues and homebuilders will continue to underperform - as will Sumitomo Forestry (1911 JP).


Japan Morning Connection: Oil and Gas Infrastructure Names Ripe for a Solid Rebound

Japan Specialist

Mark Chadwick

<ul>
<li>Topix fell 0.5% weekly amid broad weakness (62% of large-caps down), though shipping (+10.1%) and mining (+5.8%) sectors surged on crisis benefits</li>
<li>Iran war and Strait of Hormuz disruptions caused oil price spikes to $111+, stoking stagflation fears and economic risks for oil-dependent Japan.</li>
<li>BOJ held rates at 0.75% citing Middle East uncertainties; strong wage hikes continued, but export growth slowed.</li>
</ul>


Topix fell 0.5% weekly amid broad weakness (62% of large-caps down), though shipping (+10.1%) and mining (+5.8%) sectors surged on crisis benefits
Iran war and Strait of Hormuz disruptions caused oil price spikes to $111+, stoking stagflation fears and economic risks for oil-dependent Japan.
BOJ held rates at 0.75% citing Middle East uncertainties; strong wage hikes continued, but export growth slowed.


Japan Strategy Weekly | Strait Chaos Fuels Winners & Losers

<ul>
<li>Brent dropping as much as -25% off the intraday highs sending refiners, shippers and defense lower and sparking a rebound in airlines and AI/Tech.</li>
<li>HPE numbers were inline but the stock is holding up AH, and management expects a memory shortage well into next year.</li>
<li>Expect a rotation out of software and defensive havens into momentum favorites such as Kioxia and Kokusai Elec.</li>
</ul>


Brent dropping as much as -25% off the intraday highs sending refiners, shippers and defense lower and sparking a rebound in airlines and AI/Tech.
HPE numbers were inline but the stock is holding up AH, and management expects a memory shortage well into next year.
Expect a rotation out of software and defensive havens into momentum favorites such as Kioxia and Kokusai Elec.


Japan Morning Connection: Markets Snap Back Sharply with on Trump's Comments on the War Ending

Japan

Mitsui O.S.K. Lines, Ltd. provides marine transportation, warehousing, and cargo handling services.  The Company operates container ship, specialized carrier, oil tankers, and ferry.  Items transported include coal, iron ore, grain, logs, aluminum, cement, industrial salt, copper ore, wood chips, paper products, chemical products, gasoline and other petroleum products, LPG, and other cargoes.

Price Gauge
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Mitsui O.S.K. Lines (9104 JP)

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

Q2 Outlook - Asian Equity Markets

Our outlook for Q2 2026 onwards. Separating the short-term noise from our longer-term investment themes. In Part 2 look at Asian equities

Rikki Malik

Japan Morning Connection: Oil and Gas Infrastructure Names Ripe for a Solid Rebound

Path to a Gulf ceasefire lifts sentiment, with Toyo Engineering and Chiyoda Corp ripe for rebound. Airlines and homebuilders see some relief.

Andrew Jackson

Japan Strategy Weekly | Strait Chaos Fuels Winners & Losers

Topix index drops as large-caps decline, while shipping and mining sectors benefit from crisis; oil price spikes due to Iran war raise stagflation...

Mark Chadwick

Japan Morning Connection: Markets Snap Back Sharply with on Trump's Comments on the War Ending

Markets snap back sharply with Trump commenting the war with Iran is “very complete, pretty much”. It was a mad scramble back into tech and AI...

Andrew Jackson

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

Q2 Outlook - Asian Equity Markets

Our outlook for Q2 2026 onwards. Separating the short-term noise from our longer-term investment themes. In Part 2 look at Asian equities

Rikki Malik

Japan Morning Connection: Oil and Gas Infrastructure Names Ripe for a Solid Rebound

Path to a Gulf ceasefire lifts sentiment, with Toyo Engineering and Chiyoda Corp ripe for rebound. Airlines and homebuilders see some relief.

Andrew Jackson

Japan Strategy Weekly | Strait Chaos Fuels Winners & Losers

​Topix index drops as large-caps decline, while shipping and mining sectors benefit from crisis; oil price spikes due to Iran war raise stagflation...

Mark Chadwick

Japan Morning Connection: Markets Snap Back Sharply with on Trump's Comments on the War Ending

Markets snap back sharply with Trump commenting the war with Iran is “very complete, pretty much”. It was a mad scramble back into tech and AI...

Andrew Jackson

Topix index drops as large-caps decline, while shipping and mining sectors benefit from crisis; oil price spikes due to Iran war raise stagflation...