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四談美息和香港樓市

... 酒店推出房地產信託(REIT),賣出低於五成份額的房地產信託,將為母公司提供相當大的利潤;而公司將以部分利潤收 ...全文

今日信報理財投資宏觀視野葉秀亮2016年07月30日

Hong Kong's poverty relief measures a total failure

...  the Link REIT or major developers which often have a stranglehold of the market. Residents are deprived of access to inexpensive and affordable alternatives. In the United States, there is something ...More

EJ Insight2016-07-26

無限QQE恐變龐氏騙局

... 房地產投資信託(J-REIT)等措施皆無助擺脫通縮。日本年初祭出負利率後,圓滙反高潮走強,更揭開多國國債相繼跌 ...全文

今日信報理財投資信析信析2016年07月26日

What to do when yields keep falling

... ng’s Link REIT (00823.HK). In the '90s, even fund managers specializing in growth stocks could hardly generate such high returns. Suffering from the toxic legacy of the 2008 financial crisis, global i ...More

EJ Insight2016-07-15

Leung’s criticism fails to slow Link REIT surge

Investors are increasingly wary of political risks amid integration between Hong Kong and mainland markets. For example, Chief Executive Leung Chun-ying has taken on Link REIT (00823.HK). But the sh ...More

EJ Insight2016-07-13

Why would CY Leung send Carrie Lam away in September?

...  the Link REIT and medical reform, which could only be seen as testing the political waters. Former legislator Ronny Tong said he recently invited Lam for a talk and Lam insisted on making a Powerpoin ...More

EJ Insight2016-07-07

10年債息或預告牛市終結

環球金融市場近日「再次」受到英國脫歐陰霾籠罩,加上連日來再有第二個房地產投資信託基金(REIT)停止贖回,不少 ...全文

今日信報理財投資信圖分析伊馬仕2016年07月07日

How Brexit could hit the UK property market

... trade the REIT fund operated by Standard Life for at least 28 days. The companies' moves brought back memories of the UK's previous major property downtrend. In 2007, Britain's property market took a ...More

EJ Insight2016-07-06

英兩房託禁贖回 樓市勢危

... 房地產投資信託基金(REIT)即時暫停贖回。在英國周一收市後,標準人壽(Standard Life)旗下投資公 ...全文

今日信報要聞2016年07月06日

英央行放水萬五億救經濟

... 房地產投資信託基金(REIT)停止贖回,令英鎊再急瀉,續挫至31年新低,兌港元瀕跌穿十算,美歐股市也普遍下跌。 ...全文

今日信報要聞2016年07月06日

Take advantage of market rally to take profit

...  the Link REIT (00823.HK) and utility stocks like CLP Holdings (00002.HK) have fared extremely well. Some risk-on plays like Tencent Holdings (00700.HK) also outperformed and were sought after by fund ...More

EJ Insight2016-07-05

Mr. Leung discovers how capitalism works ... or does he?

... cise Link REIT for behaving just like a commercial company that does not pay sufficient attention to its social responsibilities. How on earth did he think that Link would behave after the government ...More

EJ Insight2016-06-30

Social responsibility isn't social welfare: Link REIT

... d by Link REIT. The retail space Link controls accounts for only 8 percent of the total in the city, he said. As to Leung’s suggestion that the Link may be tying its incentive packages for managers to ...More

EJ Insight2016-06-30

英公投後部署 應對市場波動

... 房地產投資信托基金(REIT)。由於日本央行持續進行量化寬鬆政策,在股票範疇上,我們相對看好估值吸引的日本股份 ...全文

財富管理宏觀分析2016年06月27日

市場波動 留意兩類避險資產

... 房地產投資信託基金(REIT)。由於日本央行持續進行量化寬鬆政策,在股票範疇上,我們相對看好估值吸引的日本股份 ...全文

今日信報理財投資理財方略Luca Paolini2016年06月27日

美企回購股息同創新高

... 由於房地產信託基金(Reit)享受稅務優惠,因此這類企業提高派息率有助改善稅務效率。 最新一季美國股票息率為2 ...全文

今日信報理財投資市場御言林昱鈞2016年06月25日

預備執死雞

... 股的房地產信託基金(REIT)進入大牛市,股價愈升愈有,其中當然有預期耶倫不會大升利息這因素,但從最近的數據來 ...全文

今日信報理財投資鴻鵠財誌盧志威2016年06月23日

Chinese firms march into Central as foreign banks move out

... Holdings' REIT which owns the property. Apart from moving some key departments out of the Central district, Citigroup is also shifting a back office operation out of Hong Kong Island. The back office, ...More

EJ Insight2016-06-17

How to trade an uncertain market? Play cheap

... like Link REIT (00823.HK) and some utility stocks. And they could also put some bet on relevant plays in gold and some agricultural commodities. Export and industrial plays could suffer as some countr ...More

EJ Insight2016-06-14

本周「大件事」 金融市場勢動盪

... 對息口敏感的地產股及REIT,尤其以領展(00823)及九倉(00004)表現最佳。領展公布全年業績,可分派收 ...全文

今日信報理財投資信析信析2016年06月13日

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