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Jacob Cheng

Jacob Cheng
Listed Real Estate Asia
KT Capital Group

106
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Hong Kong & China Financials & Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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bullishDLF Ltd
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...

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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%...

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bearishChampion REIT
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...

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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...

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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...

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