bearish
Hang Seng Index Constituents 22nd June 2022
SUMMARY
- Hong Kong's Link Riet has excellent assets, but the fears of further lockdowns and rising interest rates do not make for a good combination.
- They seem to be leading other mall operators despite higher quality assets (mostly low-end and necessities).
- Globally none of the delivery services has a cost-effective, scalable model, as they hit the regulatory challenges and hiring costs increases for every scaleup.
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