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INSIGHT PROVIDER
Rising
Jacob Cheng
Listed Real Estate Asia
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KT Capital Group
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Location:
Hong Kong
Joined:
28 February 2023
106
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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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bullish
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DLF Ltd
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23 Jul 2025 16:52
India Real Estate: Domestic Demand & Infrastructure Boom – LONG DLF
We think India real estate is on a transformational path, backed by its huge population, urbanization, rising income, infrastructure and capital...
Jacob Cheng
296 Views
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bearish
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Mapletree Logistics Trust
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19 Jul 2025 17:58
US-China Decoupling: The Reshaping of Asian Industrial Logistics - SHORT MapleTree Logistics Trust
We think the increasing US-China decoupling is causing structural changes to companies supply chain and China logistics sector, resulting in 20.3%...
Jacob Cheng
376 Views
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bearish
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Champion REIT
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15 Jul 2025 15:38
Hong Kong Office Market: Persistent Vacancy and Rental Pressure – SHORT Champion REIT 2778 HK
Hong Kong office market is facing multiple headwinds, including oversupply, weak demand and slowdown in Chinese economy. City-wide availability is...
Jacob Cheng
291 Views
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bullish
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Xior Student Housing
•
14 Jul 2025 09:09
Student Housing / PBSA: Stable Demand Amidst Demographic Shifts – BUY XIOR
The global student housing / PBSA sector is driven by strong structural drivers and huge demand/supply imabalance. We like XIOR due to its focus...
Jacob Cheng
183 Views
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bullish
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Thematic (Sector/Industry)
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02 Jul 2025 20:40
US Data Centers: AI-Driven Demand Outpacing Supply - BUY EQUINIX (EQIX)
The US DC market is in strategic transformation - the surge in AI-driven demand, with supply constraint, is creating record low vacancy in the...
Jacob Cheng
186 Views
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