Added to YB: 2025-03-05
Pitch date: 2025-01-13
0823.HK [bullish]
Link Real Estate Investment Trust
+40.9%
current return
Author Info
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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 29.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.69
P/E
-15.71
EV/Sales
11.38
Sector
Retail REITs
Category
dividend
Show full summary:
LINK REIT - $0823.HK
0823.HK: Contrarian play on Chinese deflation & low rates. 9% yield REIT, 75% HK assets, 19.5% gearing. Catalysts: likely Stock Connect inclusion (March), potential dividend tax removal. Bullish on HK high-yield stocks as CNY becomes carry trade currency. 70% down from peak, attractive vs CN/US 10Y. Risks: stagnant growth, HK market weakness.
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