Link REIT – Bread and Butter Melting
LINK REIT: Almost Nothing Is Going Right For Link REIT. Rental Reversion Rates Weakening In Hong Kong; FV Marks Remain Negative; and Capital...
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Link REIT – Tough Operating Environment To Persist
*Weak Set Of Metrics: Link REIT (823.HK) [Link] announced a poor set of FY 1Q21 operating metrics, which in fairness were well flagged as weak...
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Link REIT – Concession Time Again
*Extension Of Tenant Support Program: On August 9, 2020, Link REIT (823.HK) [Link REIT] again extended tenant support program from HKD 300 mn to...
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Link REIT – Moving Further Away From Its Core
* New Transaction In London: On July 26, 2020, Link REIT (823.HK) announced its proposed acquisition of a Grade A office building, The Cabot at 25...
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SHK Properties (16 HK): Plagued by COVID-19 and Political Uncertainty
Unlike many property stocks listed in Hong Kong that have significant mainland Chinese exposures, SHK Properties derives around 80% of its rental...
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