Added to YB: 2025-05-09
Pitch date: 2025-03-24
2191.HK [bullish]
SF Real Estate Investment Trust
+1.48%
current return
Author Info
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Company Info
N/A
Market Cap
HKD 2.2B
Pitch Price
HKD 2.76
Price Target
N/A
Dividend
10.00%
EV/EBITDA
12.86
P/E
-7.54
EV/Sales
10.45
Sector
Industrial REITs
Category
dividend
Show full summary:
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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