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CK Infrastructure Makes Preliminary 7 Billion Pound Bid for Majority of Thames Water, the FT Says, Citing Sources
JPMorgan: LINK REIT is the top choice in Hong Kong's Real Estate Industry, while WHARF REIC should be avoided.
JPMorgan has released a Research Report stating that the preferred choices in the Hong Kong Real Estate Industry are LINK REIT (00823), SWIREPROPERTIES (01972), and SINO LAND (00083), while avoiding WHARF REIC (01997). The bank expects that most Hong Kong Real Estate companies will see year-on-year profit declines in the next six weeks due to reduced profits from Property/A-REIT developments, falling rental income, and impairments as a downside risk for certain developers. It is noted that most Hong Kong Real Estate companies and Comprehensive Enterprises will announce their results in the coming six weeks, with expectations that most companies' profits will decline year-on-year, due to factors including reduced Property/A-REIT development profits and falling rental income, especially in office spaces.
Bank of America Securities: The impact of sentiment in the Residence market is controllable, and it is expected that CKH HOLDINGS and CKH HOLDINGS will reduce last year's dividends.
Bank of America Securities released a Research Report stating that some Hong Kong developers are currently facing liquidity issues, raising market concerns about the impact of defaults on the Industry. The bank essentially predicts that the likelihood of defaults among major developers in Hong Kong over the next two years is low. Even in the event of defaults, the impact on the Residence market sentiment is manageable; however, Banks may tighten financing, and investment Property valuations may also be under pressure. It is anticipated that the upcoming financial budget will have relatively few policies targeting Real Estate. The bank is Bullish on SWIREPROPERTIES (01972) and LINK REIT (00823), believing they have sustainable high dividend yields, and is also Bullish on Hongkong Land, believing the company is currently...
Bank of America Securities: The impact of sentiment in the Residence market is manageable. It is expected that CKH HOLDINGS (01113) and CKH HOLDINGS (00001) will reduce their annual dividends.
Bullish on SWIREPROPERTIES (01972) and LINK REIT (00823), believing they have a sustainable high dividend yield.
Express News | UK's Cma on Vodafone/CK Hutchison Jv Merger: Extension of Statutory Period to Accept Final Undertakings to April 10
CK Hutchison Holdings (HKG:1) Has Some Difficulty Using Its Capital Effectively
