If HKBN Gets Taken Out, Who's Next?
Is $10/share for HKBN enough to kick out TPG? Maybe. And it's peanuts for the likes of China Mobile sitting on cash of US$33bn. Separately, HKT is...
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Hong Kong Property: Retail Reopening Front-Runners
HKL is cheap at a forward P/B of 0.32x. Both Link and Wharf will benefit from the HK/China border fully opening. But Wharf REIC's two premier...
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Stamp Duty Relief For Hong Kong Foreigners. But Wait ...
Lifting the stamp duty may firm home prices but certainly won't propel price growth. The impact on sales of mass residential projects will be...
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HSBC, Sun Hung Kai Properties, and CK Hutchison Holdings
In real estate, banking, and global infrastructure sectors. They have been consolidating for months and should resolve soon to establish new trends...
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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...
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