While HK/CN market continue to be risk-off, we switch our focus to Japan RE. 8801 and 8802 are up 45% and 57% respectively. Valuation is un-demanding, we think it is not too late to chase the rally
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
Unlock all research summaries
Follow top, independent analysts
Receive personalised alerts and emails
Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.