Added to YB: 2025-03-04
Pitch date: 2025-03-02
0823.HK [bullish]
Link Real Estate Investment Trust
+19.13%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Visit the website.
Company Info
Link Real Estate Investment Trust (Link REIT) is the largest REIT in Asia by many measures including asset value.
Market Cap
N/A
Pitch Price
HKD 31.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Retail REITs
Category
dividend
LINK REIT - $0823.HK
0823.HK: Asia's largest REIT, HK retail focus. 10% DPU growth pre-2019. Recent challenges: HK protests, COVID, high rates. Overseas expansion at low cap rates. 7% yield (vs 4% historical). Strong assets, internally managed. New 'Link 3.0' vision, asset enhancements planned. Potential catalyst: Stock Connect inclusion (March?). Risks: interest rates, past capital allocation.
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