Added to YB: 2025-05-09
Pitch date: 2025-03-24
2191.HK [bullish]
SF Real Estate Investment Trust
-3.98%
current return
Author Info
No bio for this author
Company Info
SF Real Estate Investment Trust (“SF REIT”) is the first logistics properties focused real estate investment trust (“REIT”) listed on the Main Board of The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”).
Market Cap
HKD 2.1B
Pitch Price
HKD 2.62
Price Target
N/A
Dividend
10.45%
EV/EBITDA
14.36
P/E
-6.21
EV/Sales
9.92
Sector
Industrial REITs
Category
dividend
SF Real Estate Investment Trust - $2191.HK
2191.HK: Hong Kong logistics REIT at 0.5x P/B with ~10% yield. Prime portfolio w/ high occupancy. Tied to SF Express, benefiting from e-commerce growth. Catalysts: rate stabilization, acquisitions, buybacks, improved IR, HK sentiment normalization. Risks: rates, tenant concentration, geopolitics.
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