Link REIT – Cash Burning Holes
LINK REIT: Negative rental reversion rates and tenant sales persist in Hong Kong, negative revaluation of property continues. Link is hellbent on...
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Link REIT – Same Old, Same Old
LINK REIT: Link is acquiring a 50% stake in Qibao Vanke Plaza (QVP) in China. Its unclear if the numbers make sense given the variables, the lack...
217 Views
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...
214 Views
Link REIT – Weak Results Preview
*Weak Numbers Expected: Link REIT (823.HK) [Link] hosted a pre-blackout investor presentation on Oct 8, 2020.The outcome was generally a negative...
217 Views
The Week That Was in ASEAN@Smartkarma - Asian Hospitals, Noodles, and SingTel
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
371 Views