Analyst
Key Indices



Top Stories
Sector Update | Hong Kong Property
Major Hong Kong developers are seeing recovering margins and lower net gearing. SHKP’s controlling shareholder has bought 2.4m shares since 11 September, with the recent pullback pushing up yields. Residential prices rose 7.0% in 8M26 and rents hit a record, but transactions nearly halved from June to August amid tighter Mainland offshore-fund rules and higher HIBOR. We expect prices to consolidate throughout 2026. Maintain MARKET WEIGHT; top picks: SHKP, Kerry Properties and Link REIT.
Top Stories
Sector Update | Hong Kong Property
Major Hong Kong developers are seeing recovering margins and lower net gearing. SHKP’s controlling shareholder has bought 2.4m shares since 11 September, with the recent pullback pushing up yields. Residential prices rose 7.0% in 8M26 and rents hit a record, but transactions nearly halved from June to August amid tighter Mainland offshore-fund rules and higher HIBOR. We expect prices to consolidate throughout 2026. Maintain MARKET WEIGHT; top picks: SHKP, Kerry Properties and Link REIT.
Analyst
Key Indices



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