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Jacob Cheng
Listed Real Estate Asia
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KT Capital Group
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Location:
Hong Kong
Joined:
28 February 2023
51
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20.9k
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Hong Kong & China
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Financials & Information Technology
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bearish
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Thematic (Sector/Industry)
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30 Apr 2024 02:04
USDJPY Breaking 34-Year High: Are We Seeing Another Asia Financial Crisis? What Will Come Next?
USDJPY breaking 34-year high. Other Asian currencies saw huge depreciation pressure. We look at underlying reason and it is concerning. We...
Jacob Cheng
187 Views
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bullish
•
Nippon Prologis Reit
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24 Apr 2024 01:53
J-REITs: LONG Nippon Prologis 3283 and SHORT Nippon Building Fund 8951 on Valuation and Fundamentals
We look at the J-REIT market, the interest rate impact, as well as industry fundamentals. We like logistics sector but more bearish on office. We...
Jacob Cheng
218 Views
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bullish
•
CapitaLand Investment /Sing
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23 Apr 2024 01:06
CapitaLand Investment (CLI): A Leading Global RE Investment Manager with Asia Presence, BUY
CLI is a leading RE investment manager with a solid presence in Asia. It generates fee income and invests in real estate across different asset...
Jacob Cheng
247 Views
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bullish
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Japan Hotel Reit Investment
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21 Apr 2024 03:11
Short Note: USDJPY Breaking 154: Positive for RE, Buy Japan Hotel REIT, Buy Japan RE
USDJPY is breaking 154, almost a 20 year high. Weaker Yen is positive to Japan real estate as this drives foreign investment. It is also positive...
Jacob Cheng
413 Views
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bullish
•
Mitsubishi Estate
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18 Apr 2024 03:50
8802 Mitsubishi Estate - Another Play on Japan RE and Office - Chase the Rally
Japan saw the biggest inflow among Asia and the equity market is strong. 8802 is another interesting play if investor wants to get exposure in...
Jacob Cheng
224 Views
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