Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
387 Views
SHKP 16 HK: A Very Safe Play to Bet on Hong Kong Future
With the China easing and US interest rate cut, we think the macro backdrop is supportive for a Hong Kong re-rating. Sun Hung Kai Properties is...
478 Views
Sun Hung Kai Properties (16 HK): A Proxy for Hong Kong and Diversified Play – a Value Trade
In this insight, we conducted fundamental analysis for SHKP 16 HK, the largest real estate developer in Hong Kong by market cap. SHKP is a proxy...
477 Views
Short Note: HK RE – Supportive Mortgage Policy, Resi Developers Are Trading at Trough Valuation
HKMA announced policies regarding housing mortgage LTVs. We believe these policies target upgraders, and will support the residential market. ...
649 Views