bullish

HK RE Series (1): Picking the Winners for 2024 with Supportive Macro Backdrop & Company Catalysts

Jacob has highlighted this Insight as a Top Pick
794 Views30 Oct 2023 20:49
SUMMARY
  • In this original series, we do a deep-dive on 4 HK real estate companies: SHKP, CKA, NWD, LINK REIT, and explain why we think they have an exciting year ahead
  • We believe the current macro backdrop in US, China and Hong Kong will support our investment thesis in real estate, with each company having additional catalysts to drive re-rating
  • Depending on investors’ appetite, style and mandate, we discuss multiple trading strategies that can play around these 4 names, including absolute, relative and yield plays
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