Smartkarma Originals
HK RE Series (2): Market Is Still Bearish but Bottom Is Near, Few Things Needed for Re-Rating
This is an update to the Original of HK RE stocks. Valuation has become even more compelling. However, we need a few catalysts (physical market...
1.7k Views
Hong Kong: Stamp Duties Axed; Mortgage Rules Relaxed
The standout beneficiaries from these latest policy measure are the usual suspects - Sun Hung Kai Properties (16 HK), Henderson Land (12 HK) - and...
342 Views
HK Short Interest Weekly: Boc Aviation, Link Reit
We analyzed the latest HK SFC report for aggregate short position as of Feb 16th and highlight short interest changes in Boc Aviation, Link Reit.
371 Views
Vanke Offloads Shanghai Mall at Discount
China Vanke Co. Ltd. is selling its entire stake in a Shanghai retail complex to Link Real Estate Investment Trust (Link Reit) at a discount, as...
284 Views
HK Short Interest Weekly: Baba, Jd, Kuaishou, Link Reit
We analyzed the latest HK SFC report for aggregate short position as of Jan 26th and highlight short interest changes in Baba, Jd, Kuaishou, Link...
379 Views