CT-LINK@EC2611A

UBS Raises Target Price for Link REIT to HKD 47.2 and Maintains Buy Rating

HSBC Research Upgrades Link REIT Rating to Buy

Morgan Stanley Predicts Link REIT's Stock Will Outperform in the Next 60 Days

Morgan Stanley Upgrades Hong Kong Property Stocks Ratings

Goldman Sachs Analyst Maintains Hold Rating on Link REIT

Link REIT's Stock Price Falls Due to Rising Interest Rates and Falling Rental Income

Link REIT Announces Premium Sale of Singapore Property

Morgan Stanley Analyzes Link REIT Asset Disposal and Future Profit Projections

BOC Securities: Link REIT Sells Singapore Retail Property Stake and Plans Share Repurchase

UBS Gives Sunrise Real Estate Fund Buy Rating and Target Price, Sunrise to Sell Singapore Mall

BlackRock Increased Its Holdings in Link REIT

BofA Securities Predicts Hong Kong Property Developers' Earnings Have Bottomed Out

CLSA Cuts Revenue Forecast and Target Price for Link REIT

CICC Downgrades EPRA NAV and Target Price for Link REIT

Morningstar Maintains Fair Value Prediction for Link REIT and Analyzes Business Performance

Bank of America Securities Maintains Positive Outlook for Link Reit and Raises Target Price

UBS Publishes Report Analyzing Link REIT's Q3 FY2026 Operational Data

Link REIT Announces Retail Occupancy Rate and Renewal Rent Adjustment Rate for the End of Last Year

JPMorgan Maintains Neutral Rating on Link REIT Following Operational Data Analysis

Goldman Sachs Publishes Operation Update Report on Link REIT

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REACH NEW HLDGS

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UBOT HOLDING

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UBS has raised its target price for LINK REITfrom HKD42 to HKD47.2, maintaining a Buy rating. The report highlights potential asset recycling and share buyback plans, with a forecasted 8% YoY decline in distribution per unit for FY2026. Despite weak near-term fundamentals, UBS sees upside potential from divestments of non-core assets, estimated at HKD34 billion. The current share price offers a dividend yield exceeding 6%, suggesting the market has not fully recognized LINK REIT's re-rating potential.

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LINK REIT

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UBS Raises LINK REIT  TP to HKD47.2; Market Yet to Price in HKD34B Asset Recycling Opportunities

HSBC Research has upgraded LINK REITfrom Hold to Buy, raising its target price from HKD40 to HKD46.5. This optimistic outlook is based on improvements in Hong Kong's retail sector and macroeconomic conditions, along with better-than-expected results from capital recycling initiatives. The forecast for distribution per unit for 2027 to 2028 has also been increased by 0.7% to 1.4%.

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HSBC Research Raises LINK REIT  TP to HKD46.5, Upgrades to Buy

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UBS reported that Hong Kong's total retail sales value in March increased by 13% YoY, surpassing expectations. Excluding certain categories, sales still grew by 8% YoY. The bank anticipates a moderation in growth for April due to high airfares and geopolitical tensions. Retail landlords like WHARF REIC and HYSAN DEV are expected to benefit, while LINK REIT may also gain from reduced outbound travel supporting domestic consumption. However, high oil prices pose a risk to spending from Mainland visitors.

UBS: HK Mar Total Retail Sales Value Beats; WHARF REIC, HYSAN DEV Benefited

Morgan Stanley predicts LINK REITwill outperform the market in the next 60 days, assigning an Overweight rating and a target price of HKD44. The report highlights strong retail sales in Hong Kong, with a YoY increase of 11.8% in 2M26, following a 5% growth in 2H25, suggesting LINK REIT will benefit from this recovery trend. Short selling data indicates a ratio of 19.962% and a total of $96.37M in short sales.

Morgan Stanley

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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M Stanley Expects LINK REITto Outperform Next 60 Days; Rating Overweight

Goldman Sachs analyst Simon Cheung has maintained a Hold rating on Link Real Estate Investment (LKREF), with shares closing at HK$38.42. Cheung, a 2-star analyst, has an average return of 1.5% and a 51.55% success rate. The overall analyst consensus for Link Real Estate Investment is a Moderate Buy, with an average price target of $5.09.

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Link Real Estate Investment (LKREF) Receives a Hold from Goldman Sachs

LINK REIT (823) has seen its stock price decline to HKD 30 by July 2024 due to rising interest rates, falling rental values, and poor investments. Although it was listed at HKD 10 twenty-one years ago and attracted a large number of local investors, the current situation is concerning. The actions of former president Wang Guolong have sparked dissatisfaction among minority shareholders. Recently, LINK REIT sold properties in Singapore for profit, indicating signs of recovery

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LINK REIT starts to become clever | Cheng Zhi Hua

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The Central Plains Urban Rent Index (CRI) reached 131.27 points in March 2026, rising 0.81% month-on-month, marking four consecutive months of increase, with a total increase of 1.66%. The rental market is active, with rents continuing to rise, and it is expected to continue to rise steadily in the second quarter, potentially reaching 136 points in the third quarter. The large estate rent index CRI_Mass reported 137.20 points, up 0.53% month-on-month. Among the rents in the four districts, both Hong Kong Island and East New Territories reached historical highs, Kowloon is close to historical highs, while West New Territories saw a slight decline. In the first quarter, seven out of the eight major rent indices increased, while one decreased

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China Southern CSI All Share Real Estate ETF

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The Central Plains City Rental Index (CRI) in "Hong Kong Property" has risen for four consecutive months and reached a new high, with a cumulative increase of 1.3% in the first quarter

Hong Kong-listed Link Real Estate Investment Trust (REIT) has sold its retail space at Thomson Plaza in Singapore for S$250 million (US$196 million). The asset, named Swing By @ Thomson Plaza, is being sold to Jack Investment and Pangjwee Development at a 23% premium to its book value. This sale is part of Link's strategy to optimize its portfolio and increase exposure in Singapore. Following the divestment, Link's Singapore portfolio will include AMK Hub and Jurong Point. Link REIT is Hong Kong's largest listed REIT with a portfolio valued at HK$217 billion.

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Hong Kong-listed Link REIT sells retail space in one of Singapore’s earliest suburban malls for $196M

Link Real Estate Investment Trust (SEHK:823) is selling its 56% stake in Singapore's Swing By@Thomson Plaza for SGD250 million, reflecting a premium over its book value. The REIT has seen a 5.18% share price return over the past week and 11.44% over the last 90 days. Currently trading at HK$38.58, it is estimated to be 24% undervalued compared to a fair value of HK$43.73. Link REIT plans to diversify its portfolio across APAC, aiming for improved earnings resilience despite potential risks from higher interest rates and softer retail conditions.

Simplywall

A Look At Link REIT (SEHK:823) Valuation After Singapore Asset Sale And Buyback Plans

CT-LINK@EC2611A(29224.HK)

UBS Raises LINK REIT TP to HKD47.2; Market Yet to Price in HKD34B Asset Recycling Opportunities

HSBC Research Raises LINK REIT TP to HKD46.5, Upgrades to Buy