GLP J-REIT Placement - Could Be Another Addition to Its History of Well-Performing Deals
GLP J-REIT (3281 JP) is looking to raise around US$220m through a primary follow-on offering. The deal is a large one to digest, at 17 days of...
332 Views
Short Note: Position for Upcoming Banking Crisis, BUY Hong Kong & China Property Stocks, and BTC/ETH
The coming banking crisis is to accelerate. To position for this, BUY Hong Kong real estate names as they will benefit the most. Pick high beta...
449 Views
Link REIT US$2.4bn Rights Issue - Mistimed but Yield at the Rights Price Might Be the Saving Grace
Link REIT (823 HK) (LREIT) aims to undertake a 1 for 5 rights issue at a subscription price of HK$44.20/unit, to raise around US$2.4bn. In this...
566 Views
SKHP, MTR and Henderson Land
Here comes HIBOR. Its rise is likely to accelerate and brake illusions of stability brought by the Fixed Exchange Rate. Asset prices and HIBOR are...
161 Views
GLP J-REIT Placement - Most of the past Deals Have Done Well, This One Could Be Tricky
GLP J-REIT is looking to raise around US$220m in its placement to acquire five assets, and increase its stake in a sixth one. In this note, we...
350 Views