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𝛼SKbullish
ケネディクスのオフィス・住宅・商業施設の三者合併 - 規模が重要であり、インデックスフローも重要
1.1k Views13 Jun 2023 20:39
ケネディクスは、3つの小規模REITを統合し、1つの大規模REIT（総資産規模上位3位、時価総額上位10位）に統合します。規模効果とインデックスへの組み入れにより、アウトパフォームが期待されます。
Boomeranged on Wed, 30 Aug 2023 11:04
The Kenedix super-group REIT merger has performed well (and outperformed the TSE REIT Index) since the merger announcement. That means it is more likely to get the nod from MSCI as an inclusion. That means A LOT of shares to buy still.
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