China Merchants Commercial REIT IPO: Valuation AllREIT at the Low-End
CMC Reit (CMCREIT HK) is a REIT formed to primarily own and invest in high quality income-generating commercial properties in China. CMC has...
375 Views
China Merchants Commercial REIT IPO Initiation: The REIT Idea?
CMC Reit (CMCREIT HK) is a REIT formed to primarily own and invest in high quality income-generating commercial properties in China. It is...
426 Views
HK Shorts - Covering in Real Estate Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 1 November.Total short notional...
403 Views
StubWorld: Wheelock Stub Gains on Ructions in Retail
Wheelock & (20 HK) /Wharf Holdings (4 HK)/Wharf Real Estate Investment (1997 HK) Inputting the 2019 interim numbers for all three companies...
543 Views
Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
426 Views