HK REITS

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shanrui_91 Offline

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Posts: 543
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#15

28-01-2013, 03:47 PM

(04-10-2012, 09:18 AM)objective Wrote: you left out a REIT that I like a lot: 87001 hk - Hui Xian. Owns Beijing Oriental Plaza - one of the best pieces of commercial property in the city. 2013 yield is above 7% with almost zero gearing. Possible beneficiary of the Dynasty RMB listing in Singapore. Still more positive rental revisions on both retail and commercial.

full disclosure: I own this stock

I think hui xian reit might be something worth looking into too. Low gearing of 4% means that the dividend is unleveraged and has high potential for dividend growth through acquisition. It trades at ~15% discount to nav. Mall account for 44% of the NPI and certainly is a much higher quality assets to those in CRCT be it location or shopper traffic. But one has to look at the office, hotel market in Beijing as well which makes this REIT more hybrid than anyone else on market.

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Messages In This Thread

HK REITS - by soros - 31-03-2012, 09:29 PM

RE: HK REITS - by weijian - 01-04-2012, 08:46 AM

RE: HK REITS - by soros - 01-04-2012, 12:16 PM

RE: HK REITS - by soros - 02-04-2012, 02:41 PM

RE: HK REITS - by KopiKat - 02-04-2012, 03:15 PM

RE: HK REITS - by soros - 02-04-2012, 07:44 PM

RE: HK REITS - by ckwok - 10-08-2015, 04:48 AM

RE: HK REITS - by freedom - 02-04-2012, 03:21 PM

RE: HK REITS - by soros - 04-10-2012, 01:44 AM

RE: HK REITS - by objective - 04-10-2012, 09:18 AM

RE: HK REITS - by shanrui_91 - 28-01-2013, 03:47 PM

RE: HK REITS - by soros - 02-01-2013, 05:56 PM

RE: HK REITS - by soros - 27-01-2013, 12:10 PM

RE: HK REITS - by edragon - 28-01-2013, 08:31 AM

RE: HK REITS - by edragon - 28-01-2013, 03:06 PM

RE: HK REITS - by Swinger - 29-01-2013, 05:27 PM

RE: HK REITS - by shanrui_91 - 29-01-2013, 05:37 PM

RE: HK REITS - by soros - 16-03-2013, 01:03 PM

RE: HK REITS - by soros - 02-04-2013, 02:53 PM

RE: HK REITS - by Madmoney - 16-05-2013, 08:40 PM

RE: HK REITS - by soros - 16-05-2013, 09:59 PM

RE: HK REITS - by pianist - 16-05-2013, 11:00 PM

RE: HK REITS - by soros - 17-05-2013, 08:30 AM

RE: HK REITS - by Madmoney - 17-05-2013, 06:05 PM

RE: HK REITS - by soros - 01-06-2013, 09:36 PM

RE: HK REITS - by Stockerman - 01-06-2013, 10:16 PM

RE: HK REITS - by xprobe - 14-06-2013, 05:25 PM

RE: HK REITS - by felixleong - 14-06-2013, 05:44 PM

RE: HK REITS - by soros - 15-06-2013, 10:04 PM

RE: HK REITS - by felixleong - 15-06-2013, 10:41 PM

RE: HK REITS - by soros - 30-09-2013, 11:00 PM

RE: HK REITS - by opmi - 30-09-2013, 11:05 PM

RE: HK REITS - by soros - 03-10-2013, 02:15 PM

RE: HK REITS - by soros - 31-12-2013, 05:12 PM

RE: HK REITS - by Dividend Hermit - 01-01-2014, 11:43 AM

RE: HK REITS - by soros - 23-02-2014, 10:51 AM

RE: HK REITS - by Nick - 13-03-2014, 05:16 PM

RE: HK REITS - by safetyfirst - 13-03-2014, 05:23 PM

RE: HK REITS - by thefarside - 13-03-2014, 05:41 PM

RE: HK REITS - by soros - 18-04-2014, 04:29 PM

RE: HK REITS - by soros - 16-05-2014, 09:14 PM

RE: HK REITS - by soros - 01-07-2014, 10:26 PM

RE: HK REITS - by soros - 03-10-2014, 10:37 PM

RE: HK REITS - by soros - 31-10-2014, 09:40 PM

RE: HK REITS - by funman168 - 31-10-2014, 10:07 PM

RE: HK REITS - by soros - 05-11-2014, 10:14 PM

RE: HK REITS - by funman168 - 09-11-2014, 02:47 PM

RE: HK REITS - by soros - 09-11-2014, 01:21 PM

RE: HK REITS - by soros - 01-01-2015, 09:27 PM

RE: HK REITS - by soros - 01-08-2015, 05:14 AM

RE: HK REITS - by butcher - 04-08-2015, 03:49 PM

RE: HK REITS - by soros - 30-09-2015, 11:12 PM

RE: HK REITS - by ValueMushroom - 01-10-2015, 06:36 PM

RE: HK REITS - by opmi - 01-10-2015, 07:27 PM

RE: HK REITS - by soros - 04-10-2015, 12:38 AM

RE: HK REITS - by butcher - 02-10-2015, 06:12 PM

RE: HK REITS - by soros - 03-10-2015, 05:34 PM

RE: HK REITS - by Nick - 04-10-2015, 10:21 AM

RE: HK REITS - by soros - 01-01-2016, 02:38 PM

RE: HK REITS - by level13 - 20-04-2016, 09:48 AM

RE: HK REITS - by soros - 20-04-2016, 05:59 PM

RE: HK REITS - by soros - 02-07-2016, 05:43 PM

RE: HK REITS - by soros - 07-08-2016, 02:57 AM

RE: HK REITS - by soros - 30-09-2016, 08:19 PM

RE: HK REITS - by soros - 30-12-2016, 05:45 PM

RE: HK REITS - by soros - 31-03-2017, 10:08 PM

RE: HK REITS - by soros - 03-07-2017, 02:40 AM

RE: HK REITS - by soros - 29-09-2017, 10:43 PM

RE: HK REITS - by stam - 01-10-2017, 12:00 AM

RE: HK REITS - by soros - 01-10-2017, 10:46 PM

RE: HK REITS - by soros - 29-12-2017, 11:31 PM

RE: HK REITS - by soros - 30-03-2018, 04:26 PM

RE: HK REITS - by soros - 30-06-2018, 04:29 PM

RE: HK REITS - by soros - 01-10-2018, 01:09 PM

RE: HK REITS - by Gaudente - 05-10-2018, 01:40 PM

RE: HK REITS - by soros - 08-10-2018, 12:27 PM

RE: HK REITS - by soros - 30-12-2018, 07:10 AM

RE: HK REITS - by stam - 31-12-2018, 11:50 PM

Huixian and Yuexiu REIT - by noobinvestors - 01-01-2019, 04:44 PM

RE: HK REITS - by soros - 01-01-2019, 09:20 PM

RE: HK REITS - by Dosser - 02-01-2019, 05:53 PM

RE: HK REITS - by soros - 04-03-2019, 08:50 PM

RE: HK REITS - by davidoh - 05-03-2019, 01:23 PM

RE: HK REITS - by soros - 14-03-2019, 08:55 AM

RE: HK REITS - by soros - 09-04-2019, 12:07 PM

RE: HK REITS - by WH Cheng - 28-08-2019, 06:17 PM

RE: HK REITS - by soros - 28-08-2019, 10:49 PM

RE: HK REITS - by soros - 02-09-2019, 05:29 AM

RE: HK REITS - by soros - 01-10-2019, 07:53 PM

RE: HK REITS - by soros - 01-01-2020, 09:16 PM

RE: HK REITS - by dreamybear - 08-01-2020, 10:18 PM

RE: HK REITS - by karlmarx - 09-01-2020, 08:54 AM

RE: HK REITS - by Dosser - 02-02-2020, 05:48 PM

RE: HK REITS - by karlmarx - 03-02-2020, 09:33 PM

RE: HK REITS - by soros - 01-02-2020, 09:40 PM

RE: HK REITS - by soros - 31-03-2020, 07:12 PM

RE: HK REITS - by soros - 01-06-2020, 01:59 AM

RE: HK REITS - by specuvestor - 01-06-2020, 01:07 PM

RE: HK REITS - by soros - 03-06-2020, 04:49 PM

RE: HK REITS - by karlmarx - 09-06-2020, 07:46 PM

RE: HK REITS - by money - 09-06-2020, 08:30 PM

RE: HK REITS - by soros - 12-07-2020, 12:43 AM

RE: HK REITS - by soros - 03-10-2020, 04:25 PM

RE: HK REITS - by Wildreamz - 03-10-2020, 10:03 PM

RE: HK REITS - by soros - 04-10-2020, 08:50 PM

RE: HK REITS - by Wildreamz - 05-10-2020, 02:24 AM

RE: HK REITS - by soros - 07-10-2020, 12:27 PM

RE: HK REITS - by soros - 31-12-2020, 08:45 PM

RE: HK REITS - by soros - 26-02-2021, 07:29 PM

RE: HK REITS - by opmi - 27-02-2021, 09:12 AM

RE: HK REITS - by soros - 27-02-2021, 06:55 PM

RE: HK REITS - by soros - 01-04-2021, 08:38 PM

RE: HK REITS - by soros - 03-10-2021, 05:15 PM

RE: HK REITS - by soros - 01-01-2022, 02:57 AM

RE: HK REITS - by soros - 04-04-2022, 03:27 AM

RE: HK REITS - by fundamentalman - 26-11-2022, 01:41 PM

RE: HK REITS - by Shiyi - 27-11-2022, 12:01 AM

RE: HK REITS - by CY09 - 27-11-2022, 12:46 PM

RE: HK REITS - by Shiyi - 27-11-2022, 07:41 PM

RE: HK REITS - by weijian - 28-11-2022, 08:08 AM

RE: HK REITS - by CY09 - 28-11-2022, 09:52 AM

RE: HK REITS - by soros - 31-12-2022, 12:19 PM

RE: HK REITS - by soros - 02-04-2023, 09:44 AM

RE: HK REITS - by soros - 03-10-2023, 03:38 PM

RE: HK REITS - by soros - 03-01-2025, 02:59 PM

RE: HK REITS - by CY09 - 03-01-2025, 03:22 PM

RE: HK REITS - by EnSabahNur - 03-01-2025, 11:27 PM

RE: HK REITS - by Shiyi - 04-01-2025, 12:25 AM

RE: HK REITS - by CY09 - 04-01-2025, 12:30 AM

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