SF REIT IPO - Don’t See a Clear Reason to Buy
SF Real Estate Investment Trust (SFREIT), a logistics-focused REIT, aims to raise around US$345m in its Hong Kong IPO. SF REIT is sponsored by SF...
759 Views
SF REIT IPO: Valuation Insights
SF REIT has launched its IPO to raise $313-345 million at the price range. Our valuation analysis suggests that units are fully priced at the...
486 Views
SF REIT Pre-IPO: Initial Thoughts on S.F. Holding's (002352 CH) Logistics REIT In HK
SF REIT will be an interesting REIT given its close tie with SF Holding. We see the huge potential for future acquisitions from the sponsor a clear...
950 Views
Li & Fung: Nervous Action Ahead of Scheme Vote
Tomorrow is the Court Meeting (12 p.m.) for Li & Fung Ltd (494 HK), which means today is potentially the last day to trade shares ahead of the...
649 Views
Link REIT: Options Amidst Retail Pain
Link REIT (823 HK), Hong Kong's largest listed REIT, has not avoided the uncertainties generated by COVID-19. Its current P/B of 0.75x compares to...
565 Views