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
791 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
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
x