Champion REIT 2778 HK: Facing Multiple Headwinds, an Uphill Battle.  Bearish

Longfor 960 HK: Continue to Be the Best Among POEs, yet Valuation Premium Might Narrow over Time

China RRR Cut, Macro, & A Debate on – Property Pair Trade “Long China and Short HK” (Or the Reverse)

Hang Lung Properties (101 HK): The Only Play on China Luxury Consumption and at a Macro Sweet Spot

New World Development(17 HK):High Leverage in HKRE but Likely the First to Rebound if Rate Peaks Out

Short Note: LONG China on Monetary Easing Cycle

Greater China property focus, KT Capital Group

Jacob Cheng

Greater China property focus

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Equity Bottom-Up

<ul>
<li>Upcoming banking crisis will accelerate in the coming few weeks, it is very likely Fed will slow down rate hike or re-start a rate cut cycle</li>
<li>To position for this:  BUY Hong Kong property developers New World Development 17 HK, Henderson 12 HK, Sun Hung Kai Properties 16 HK</li>
<li>Apart from HK RE developers, buy China's name Hang Lung (101 HK) and crypto-currency (BTC and ETH)</li>
</ul>


Upcoming banking crisis will accelerate in the coming few weeks, it is very likely Fed will slow down rate hike or re-start a rate cut cycle
To position for this:  BUY Hong Kong property developers New World Development 17 HK, Henderson 12 HK, Sun Hung Kai Properties 16 HK
Apart from HK RE developers, buy China's name Hang Lung (101 HK) and crypto-currency (BTC and ETH)


Short Note: Position for Upcoming Banking Crisis, BUY Hong Kong & China Property Stocks, and BTC/ETH