... 債息向下走,則本港的REITs及地產股仍可有作為。 美股資金外流尚未止血。資金追蹤公司EPFR數據顯示,截至本 ...全文
... ,筆者早前提到的累積REITs計劃會是一個不錯的選擇,長期來說,總比將錢放在銀行存活期划算。 goaljim0 ...全文
... 託或房地產投資信託(REITs)形式在新加坡交易所主板上市, 擬籌集最少約1.2億新加坡元(約6.7億港元), ...全文
... 指此舉是為加快集團在REITs方面的布局與拓展,並使集團實現境內REITs與境外REITs管理雙管並進,而與A ...全文
... 10),以至一眾本地REITs房託基金均有中線投資價值。 內房股風險分大細 上周筆者指出,兩會期內未對內房有「 ...全文
After rallying by as much as 27 percent in 2016, Asia Pacific REITs had a correction in October and November and ended the year with a 10 percent total return. Since then, the performance has been sta ...More
EJ Insight2017-01-24
... lity. The REITs are well placed to control the physical quality of their properties but this may manifest in a higher capex load going forward. Meanwhile, investors should expect a higher level of vol ...More
EJ Insight2017-01-06
... logistics REITs to review their existing portfolio to filter out the obsolete ones. The last advance is artificial intelligence, which is emerging to augment many white collar jobs. Watson, the IBM ar ...More
EJ Insight2016-12-30
... a Pacific REITs represent about 25 percent of global REITs in terms of market cap, with the rest being dominated by North American and European REITs. Given this, a global REIT program is likely to be ...More
EJ Insight2016-11-21
Since its birth 16 years ago, Asia-Pacific real estate investment trusts (REITs) have consistently generated an annual dividend of 4.5 to 7 percent. The sector’s total return is about 12 percent a yea ...More
EJ Insight2016-09-12
... re mostly REITs and utility plays. The next few weeks will be critical for investors looking for a clearer direction. This article appeared in the Hong Kong Economic Journal on July 28. Translation b ...More
EJ Insight2016-08-01
... s well as REITs and property stocks that benefit from a low interest rate environment. The Hang Seng Index is likely to edge up to 20,000 to 22,500 if the launch of the Shenzhen-Hong Kong Stock Connec ...More
EJ Insight2016-07-19
... omething. REITs appear to be the safest choice in the short term. That also reflects risk aversion in the market despite abundant liquidity. Link REIT has outperformed 10 other real estate investment ...More
EJ Insight2016-07-13
Hong Kong has seen significant capital inflows as international investors sought out safe-havens and high-dividend plays amid an uncertain global macro environment. As a result, REITs and some risk-o ...More
EJ Insight2016-07-12
... part from REITs as well as coal and cement stocks, Guangdong Investment (00270.HK) is also a good buy during a market correction. I also recommend telecom stocks with steady growth such as HKT Trust & ...More
EJ Insight2016-07-05
... assets or REITs, benefits investors by offering a diversified portfolio, which increases return without taking on additional risk. In our previous research, we showed that, from 2001 to the end of 201 ...More
EJ Insight2016-05-11
... is year. REITs in Singapore and Hong Kong, banks in Singapore and China, as well as industry leaders in the transport and telecom sectors are recommended. Also, investors should avoid stocks that are ...More
EJ Insight2016-03-19
... t trusts (REITS) and corporations that hold Grade A office buildings or residences in Tokyo, and Hong Kong developers who have projects in Central. Prices and transaction volumes of Hong Kong homes ma ...More
EJ Insight2016-02-24
... s such as REITs. At present, Japanese REITs offer an annual return of 3.3 percent compared with a 0.7 percent yield for 10-year government bonds. REITs with underlying retail or hotel assets are even ...More
EJ Insight2016-02-09