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HK REITS
01-01-2019, 09:20 PM.
Post: #81
RE: HK REITS
Comparing Prices on 30 March 2012 and on 31 Dec 2018 ( approx 7 years )

00435.HK - Sunlight Reit $2.39, now $5.02 up 110%
02778.HK - Champion Reit $3.29, now $5.36 up 62%
00808.HK - Prosperity Reit $1.84, now $3.00 up 63%
00405.HK - Yuexui Reit $4.03, now $5.02 up 24%
00778.HK - Fortune Reit $4.14 ,now $8.99 up 117%
01881.HK - Regal Reit $1.96 , now $2.23 up 13%
00823.HK - Link Reit $28.9, now $79.30 up 174%.

The best performers are 823, 778 and 435.

But now may not be the best time to buy; because US interest rates are rising and shareprices seem to be trending down .

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02-01-2019, 05:53 PM.
Post: #82
RE: HK REITS
(01-01-2019, 09:20 PM)soros Wrote: Comparing  Prices on 30 March 2012 and on 31 Dec 2018 ( approx 7 years )

00435.HK - Sunlight Reit $2.39, now $5.02   up 110%
02778.HK - Champion Reit $3.29, now $5.36  up 62%
00808.HK - Prosperity Reit $1.84, now $3.00 up 63%
00405.HK - Yuexui Reit $4.03, now  $5.02     up 24%
00778.HK - Fortune Reit $4.14 ,now  $8.99   up 117%
01881.HK - Regal Reit $1.96 , now $2.23      up 13%
00823.HK - Link Reit $28.9,  now $79.30      up 174%.

The best performers are  823, 778 and 435.  

But now may not be the best  time to buy;  because US interest rates are rising and shareprices seem to be  trending down .

Interest rates were the concern last year; and the general expectation seemed to be that the FED would raise 3 more times this year after four last year. However, the current consensus seems to be that the FED will raise one or two times only, not 3. Rates on longer dated treasuries have been really weak recently.

IMHO the concern has switched from interest rates to the Chinese economy, which is looking poorly. That is not going to be good for Hong Kong.

So, totally agree that it may not be the best time to buy HK REITS, but maybe for a slightly different reason.  

However, moderating interest rate expectations may be more favourable for Singapore based REITS, some of which had a torrid time last year. The question is when to add, as if the market is tanking it takes almost everything down with it.

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