Langham Hospitality Investments (1270 HK): Great Eagle (41 HK)’s Possible Scheme Privatisation
Our methodology for triangulating the potential offer price results in a range of HK$0.63-1.76. Our best guess is an offer of around HK$0.85, a 47%...
778 Views
Frasers Hospitality - Will TCC Renew Its Takeover Offer? Market Prices Bet Yes Ahead of Earnings
Frasers Hospitality Trust is trading as if TCC might make another offer. But peers in Singapore/Asia are getting crushed, and globally CRE is in...
580 Views
HK REITs Re-Rate On Southbound Inclusion
Stick to a basket of Hong Kong-focused REITs. I'd tilt to those HK-REITs which are not 100% exposed to the office-space, such as Link REIT (823...
415 Views
SOHO China (410 HK) Suspended Pursuant To The Takeovers Code - Again
With shares suspended, nothing to be done. Separately, Spring REIT is trading 40% below the 2018 Offer price of $.85/share.
459 Views
Spring REIT (1426 HK): Sino Ocean (Further) Maginalises PAG
Listed in December 2013 with a property portfolio comprising office towers in Beijing's China, Spring REIT (1426 HK)'s first acquisition on the 14...
524 Views