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INSIGHT PROVIDER
Jacob Cheng
Listed Real Estate Asia
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KT Capital Group
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Location:
Hong Kong
Joined:
28 February 2023
50
Insights
20.5k
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51
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Hong Kong & China
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Financials & Information Technology
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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Nippon Prologis Reit
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24 Apr 2024 01:53
J-REITs: LONG Nippon Prologis 3283 and SHORT Nippon Building Fund 8951 on Valuation and Fundamentals
We look at the J-REIT market, the interest rate impact, as well as industry fundamentals. We like logistics sector but more bearish on office. We...
Jacob Cheng
207 Views
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bullish
•
CapitaLand Investment /Sing
•
23 Apr 2024 01:06
CapitaLand Investment (CLI): A Leading Global RE Investment Manager with Asia Presence, BUY
CLI is a leading RE investment manager with a solid presence in Asia. It generates fee income and invests in real estate across different asset...
Jacob Cheng
234 Views
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bullish
•
Japan Hotel Reit Investment
•
21 Apr 2024 03:11
Short Note: USDJPY Breaking 154: Positive for RE, Buy Japan Hotel REIT, Buy Japan RE
USDJPY is breaking 154, almost a 20 year high. Weaker Yen is positive to Japan real estate as this drives foreign investment. It is also positive...
Jacob Cheng
403 Views
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bullish
•
Mitsubishi Estate
•
18 Apr 2024 03:50
8802 Mitsubishi Estate - Another Play on Japan RE and Office - Chase the Rally
Japan saw the biggest inflow among Asia and the equity market is strong. 8802 is another interesting play if investor wants to get exposure in...
Jacob Cheng
222 Views
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bullish
•
Thematic (Sector/Industry)
•
17 Apr 2024 03:19
Is It Time to Re-Visit China? Where Is Capital Going? We Look at Positioning, Valuation and Risks
In this insight, we look at capital flows, investors' positioning as well as valuations for the China equities market. Equity market is forward...
Jacob Cheng
188 Views
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