ASEAN Builder's Scoop (22Jul22) - MLT Robust Growth and Reversions
MAGIC FW recovery continues; CICT/Link REIT/FPL vying for NTUC's mall assets; Non-landed luxury prop deals rose 64% YoY in 2Q22; CPN rolling out 50...
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Hang Seng Index Constituents 22nd June 2022
Hong Kong's Link Riet has excellent assets, but the fears of further lockdowns and rising interest rates do not make for a good combination.
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Link REIT – Another Odd Deal
LINK REIT: Link announced a proposed acquisition of a 50% stake three shopping malls in Sydney for HKD 3.3 bn, in a deal where it has no control of...
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Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
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Link REIT – Looking For Handouts
LINK REIT: The Hong Kong's rental reversion rate remained challenged in FY 1H22 at positive single digits. Mainland expansion likely will be...
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