Link REIT Could Post Gradual Recovery in Hong Kong, China Rents -- Market Talk

Dow Jones

03/17

0333 GMT - Link REIT could see a gradual recovery in Hong Kong and China rents from FY 2028, says Morningstar's Kathy Chan in a note. Sales of the real-estate investment trust's tenants across Hong Kong and Chinese malls showed improvement in recent months, from an optimized tenant mix, and could lead to a boost tenants' sales confidence, the analyst says. Meanwhile, the international retail portfolio remains resilient due to limited retail supply in Singapore and improving consumer sentiment in Australia, she adds. Its estimated 7.0% distribution yield in FY 2026 keeps the REIT attractive, she notes. Morningstar maintains its fair-value estimate at HK$45.00 and notes the trust's units are undervalued. Units rise 0.5% to HK$36.89.(megan.cheah@wsj.com)

(END) Dow Jones Newswires

March 16, 2026 23:33 ET (03:33 GMT)

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Sales of the real-estate investment trust's tenants across Hong Kong and Chinese malls showed improvement in recent months, from an optimized tenant mix, and could lead to a boost tenants' sales confidence, the analyst says. Meanwhile, the international retail portfolio remains resilient due to limited retail supply in Singapore and improving consumer sentiment in Australia, she adds. Its estimated 7.0% distribution yield in FY 2026 keeps the REIT attractive, she notes. Morningstar maintains its fair-value estimate at HK$45.00 and notes the trust's units are undervalued. Units rise 0.5% to HK$36.89.(megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 16, 2026 23:33 ET (03:33 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"8C8U.SI","symbol_name":"Cent Accom REIT","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2620041218","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620041218","pubTimestamp":1773718380,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0333 GMT - Link REIT could see a gradual recovery in Hong Kong and China rents from FY 2028, says Morningstar's Kathy Chan in a note. Sales of the real-estate investment trust's tenants across Hong Kong and Chinese malls showed improvement in recent months, from an optimized tenant mix, and could lead to a boost tenants' sales confidence, the analyst says. Meanwhile, the international retail portfolio remains resilient due to limited retail supply in Singapore and improving consumer sentiment in Australia, she adds. Its estimated 7.0% distribution yield in FY 2026 keeps the REIT attractive, she notes. Morningstar maintains its fair-value estimate at HK$45.00 and notes the trust's units are undervalued. 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Meanwhile, the international retail portfolio remains resilient due to limited retail supply in Singapore and improving consumer sentiment in Australia, she adds. Its estimated 7.0% distribution yield in FY 2026 keeps the REIT attractive, she notes. Morningstar maintains its fair-value estimate at HK$45.00 and notes the trust's units are undervalued. Units rise 0.5% to HK$36.89.(megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 16, 2026 23:33 ET (03:33 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}