Link REIT 0823

Re: Link REIT 0823

Postby behappyalways » Tue Apr 12, 2016 6:33 am

領展7商場售20億 
買家擬加租
http://hk.apple.nextmedia.com/financees ... 1459843064
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Re: Link REIT 0823

Postby behappyalways » Thu Aug 04, 2016 12:38 pm

領展促停業維修 愛心粥檔拖租抗議
http://hk.apple.nextmedia.com/news/art/ ... 1469940583
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Re: Link REIT 0823

Postby winston » Mon Oct 03, 2016 8:03 am

not vested

How malls keep up with times

by Dominique Nguy

Keith Ng Man-keung, head of capital markets at Link REIT (0823), has explained the sort of thinking that goes into formulating "asset enhancements" at its malls even as business expands.

Gauging prospects is an obvious central pillar in planning, he said.

At Oi Man Plaza, for example, Link planned ahead as it was known Ho Man Tin MTR station would take shape and many developers were building in the area. So Oi Man enhancement work was completed in 2013 and Ho Man Tin station is about to open.

"Most of our malls were able to achieve a return on investment of about 15 percent after asset enhancement except for a few cases such as Stanley Plaza and Lok Fu Plaza," he added.

Ng joined Link in 2009 and helped with enhancements among other tasks. "Link REIT had about 180 malls back then and it took me half a year, using lunch times and family weekends, to visit all of them" he said.

"My main role now is to raise funds and manage expenses and borrowings. The company is still growing and changes can be huge. It can be difficult to foresee when we will make acquisitions."

On mainland buys, Ng said Link is positive.

Online shopping must be faced "whether you like it or not," he said, but operators can change mall mixes by having more food and beverage operations and "experience-related" elements.

And there are features such as lockers for people to pick up online purchases.

Source: The Standard
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Re: Link REIT 0823

Postby winston » Thu Oct 06, 2016 1:05 pm

not vested

<Research Report>G Sachs: LINK REIT (00823.HK) Future Focus on Stable Tenants Sales; Target Kept at $53.6

Goldman Sachs, in its report, said LINK REIT (00823.HK) will announce its 1H FY17 results in early November.

Goldman Sachs expected in the coming three years, the DPU CAGR of Link REIT is at 7.5%, but the current valuation at 3.8% FY17 dividend yield and 1x PBR (estimates), both at relatively high levels in the past five years.

The stock price has priced in the visible growth trajectory.

Goldman Sachs kept the DCF-based target price of $53.6 and rating Neutral on LINK REIT.

While overall retail sales remain weak (down 10.2% yearly in 8M16), Link?s tenant sales growth was stable at +4.3% yearly in 1Q FY17, and its pace of reversion was around 20% (as compared to 26% in FY15) against a healthy occupancy-cost-ratio of 12.2%.

Source: AAStocks Financial News
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Re: Link REIT 0823

Postby behappyalways » Wed Nov 02, 2016 4:45 pm

【地產專題】領展加租1.2倍
逼走茶餐廳
http://hk.apple.nextmedia.com/financees ... 1478068922
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Re: Link REIT 0823

Postby behappyalways » Fri Nov 11, 2016 9:28 pm

領展街市狂加租18%
CEO:翻新後租金有更多上升空間
http://hk.apple.nextmedia.com/financees ... 0/19828697
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