Henderson Land 12 HK – a Play on Farmland Conversion and Leveraged Developer - Bearish
In this insight we conducted fundamental analysis on Henderson Land. The major share price drivers are (1) farmland conversion (2) its relatively...
380 Views
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...
335 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...
453 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...
569 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...
162 Views