Added to YB: 2025-04-07
Pitch date: 2025-04-03
0823.HK [neutral]
Link Real Estate Investment Trust
+3.98%
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. Sign up for the newsletter.
Company Info
Link Real Estate Investment Trust, managed by Link Asset Management Limited, is the largest REIT in Asia, and a leading real estate investor and asset manager in the world.
Market Cap
HKD 95.5B
Pitch Price
HKD 33.45
Price Target
N/A
Dividend
7.29%
EV/EBITDA
16.85
P/E
-41.49
EV/Sales
11.32
Sector
Retail REITs
Category
growth
Update: Deep Dives - LINK REIT
0823.HK (holding update): Blue-chip HK retail REIT w/ strong DPU growth. Upside potential in rents (13% of tenant revenue vs. higher in SG). Internally managed. Overseas expansion concerns, but new CIO may help. Bullish on lower US rates. Potential Stock Connect inclusion in April could boost demand from mainland investors.
Read full article (1 min)