Great Eagle - Out of Place
Great Eagle Holdings Ltd (41 HK) ("GE") has recently disconnected with 65.5%-held Champion Reit (2778 HK), worth 81% of GE's market cap and ~48% of...
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Metropolitan Plaza Acquisition Seems Expensive Despite Reversion Opportunities
Link REIT has announced its acquisition of Metropolitan Plaza, a Guangzhou retail mall, for CNY 4.065 billion. This is the company’s third...
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Unit Price for Link REIT Capped in a Rising Interest Rate Environment
Ahead of the end of fiscal 2017, Link REIT completed the latest batch of asset disposal, consisting of five assets totaling HKD 3.6 billion, a...
133 Views
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
3.2k Views
Wheelock – Evaluating Wharf's Proposed IP In-Specie
Wharf Holdings Ltd (4 HK) closed up 8.67% on Friday in response to comments from management at the FY16 results briefing as to a possible spin-off...
507 Views