ENTITY
Kerry Properties

Kerry Properties (683 HK)

29
Analysis
Real EstateHong Kong
Kerry Properties Limited, through its subsidiaries, invests in and develops real estate. The Company also owns and operates logistics, freight and warehouses business. In addition, Kerry Properties invests in infrastructure-related projects and operates hotels.
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bullishHongkong Land
07 Feb 2023 17:46

Hong Kong Property: Retail Reopening Front-Runners

HKL is cheap at a forward P/B of 0.32x.  Both Link and Wharf will benefit from the HK/China border fully opening. But Wharf REIC's two premier...

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19 Jun 2024 13:40

Hong Kong Property: In Need Of A Good Story

Upgrading and flight-to-quality in the office space has the affect of lifting occupancy in new projects; however such activity largely foreshadows...

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17 Apr 2024 22:08

Hang Lung Properties (101 HK): Scrip Div Helps the Family to Chip Away at Minorities

The Chan family have plenty of headroom to chip away at minorities before breaching the 25% public float requirements. HPL’s valuation is...

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07 Feb 2024 13:48

Kerry Express (KEX TB)'s MTO Update

KLN is inexpensive at a trailing 3.2x PER for its stub ops - ex-KET. The five-year average is 6.7x (incl KET). KLN is up 15% since the in-specie...

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05 Jan 2024 16:35

Kerry Express (KEX TB): Kerry Logistics (636 HK)'s In-Specie Triggers MTO

KET is trading 2% through term. Get involved if this were to dip below the net terms. Or buy outright is you have a firm conviction on the back...

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