Seeking Value and Safety in HK/China: SHKP 16 HK
MSCI has ralied 19% YTD, we think it makes sense to re-visit Hong Kong and China again. Sun Hung Kai Properties, the largest real estate company...
297 Views
British Land: Buy on Improving Industry Fundamentals
British Land is an office and retail landlord, with 100% exposure in UK. We think there is visible improvement in the underlying physical market. ...
267 Views
Central Pattana: Thailand’s Largest Retail Property Developer to Ride on Domestic & Tourist Recovery
Central Pattana is Thailand's largest retail property developer that will benefit from tourism recovery. We think the Company's strong capital...
320 Views
CLAR SP: Bullish in Singapore Industrial and Strong Asset Portfolio to Drive Shareholders Returns
CLAR is Singapore's largest industrial REIT with S$16bn assets in business park, logistics and data centers. We think its portfolio can drive...
372 Views
Takeaway from Two Sessions and Latest Update Re China Property – Monitor Leading Indicators
We provided an update after China's Two Sessions and government policy on China property. There are increasing signs of government's support, but...
265 Views