In today’s briefing:
- Hang Seng Index Constituents 22nd June 2022
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.
- They seem to be leading other mall operators despite higher quality assets (mostly low-end and necessities).
- Globally none of the delivery services has a cost-effective, scalable model, as they hit the regulatory challenges and hiring costs increases for every scaleup.
Before it’s here, it’s on Smartkarma
