Link Real Estate Investment Trust

Link Real Estate Investment Trust is a collective investment scheme constituted as a unit trust that invests primarily in retail and carpark operations.
  • Ticker0823
  • ISINHK0823032773
  • ExchangeHong Kong Stock Exchange
  • SectorReal Estate Investment Trusts
  • CountryHong Kong

Link Real Estate Investment Trust: Expected net loss for fiscal 2020 will have only marginal impact on credit quality

The expected net loss is nonrecurring and noncash, which will not significantly affect Link REIT's credit profile

Increased risk weighs on THE LINK RL.EST.INV.TST., penalising its rating down to Neutral

The independent financial analyst theScreener just lowered the general evaluation of THE LINK RL.EST.INV.TST. (HK), active in the Real Estate Investment Trusts industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as moderately risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Neutral. As of the analysis date February 28, 2020, the closing price was HKD 72.20 and its target price was estimated at HKD 68.59.

Link Real Estate Investment Trust: 1 director sold

A director at Link Real Estate Investment Trust sold 1,000,000 shares at 74.065HKD and the significance rating of the trade was 96/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules...

UOB
Shaun Tan

REITs & Landlords - 2020 outlook: Prefer exposure to the resilient non-discretionary segment

A lengthy retail downcycle is expected due to the ongoing unrest in Hong Kong and declining mainland visitor arrivals. Office rents are on a downtrend after peaking in May 19, dragged by growing vacancy rates and also office supply which had reached a 10- year high in 2019. The sluggish Hong Kong GDP outlook would further dampen office demand with prospective tenants holding up their expansion plans amid the uncertainties. Maintain MARKET WEIGHT.

Moody's: Link REIT has sufficient financial buffer to fund its proposed acquisition of an Australian asset

Announcement: Moody's: Link REIT has sufficient financial buffer to fund its proposed acquisition of an Australian asset. Global Credit Research- 20 Dec 2019. Hong Kong, December 20, 2019-- Moody's Investors Service says that Link Real Estate Investment Trust's has sufficient financial buffer to fund its proposed acquisition of an Australian asset and the transaction has no immediate impact on its A2 issuer rating.

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Favor EAFE over EM The U.S. dollar remains elevated and as long as this remains the case we believe developed international equities (EAFE) will continue to outperform relative to emerging markets (MSCI EM)... see charts below. Below we highlight attractive and actionable themes within developed international: • Australia. Australia's All Ordinaries index exhibits bullish price and RS trends, a rarity when it comes to global markets considering most country-specific indexes display neutral or negative price trends. We highlight several Australian names, and would use recent broad market weak...

Link Real Estate Investment Trust: 1 director sold

A director at Link Real Estate Investment Trust sold 1,000,000 shares at 74.065HKD and the significance rating of the trade was 96/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules...

UOB
Shaun Tan

REITs & Landlords - 2020 outlook: Prefer exposure to the resilient non-discretionary segment

A lengthy retail downcycle is expected due to the ongoing unrest in Hong Kong and declining mainland visitor arrivals. Office rents are on a downtrend after peaking in May 19, dragged by growing vacancy rates and also office supply which had reached a 10- year high in 2019. The sluggish Hong Kong GDP outlook would further dampen office demand with prospective tenants holding up their expansion plans amid the uncertainties. Maintain MARKET WEIGHT.

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior

UOB
Adrian Loh Tzum Yung ...
  • Carol Dou Xiao Qin
  • Ivy Xu Da
  • John Cheong Ming Chern
  • Julia Pan Mengyao
  • Kader Farhan Bin Kader Ridzwan
  • Kong Ho Meng
  • Leow Huey Chuen
  • Lucas Teng Yao Yang
  • Michael Cheung Ho Bun
  • Oscar Ji