MS-LINK@EC2611A

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

Prologis Enhances Asset Quality and Renovates Mong Kok Center

Link REIT Undertakes Community Projects and Adjusts Tenant Mix

UBOT HOLDING

GOLDENPOWER

DEEPEXI TECH

COSMOS MACH

ASIA PIONEER

POLYFAIR HLDGS

ENTERPRISE DEV

INVESTECH HLDGS

HAO WEN HLDGS

RICH GOLDMAN

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00823

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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.

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WHARF REIC

LINK REIT

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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

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

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

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

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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Hwabao WP CSI 800 Real Estate ETF

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.

vnexpress

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

In a report released on April 9, from Morgan Stanley maintained a Hold rating on Link Real Estate Investment, with a price target of HK$37.00. The company’s shares closed last Wednesday at HK$37.88.Easter Sale - 70% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Link Real Estate Investment has an analyst consensus of Moderate Buy, with a price target consensus of HK$40.10.

Morgan Stanley Remains a Hold on Link Real Estate Investment (LKREF)

A retail space at Thomson Plaza has been sold for $250 million, representing a 45% gain from its $172.5 million acquisition in March 2023. The sale, brokered by Cushman & Wakefield and Savills, translates to approximately $2,276 psf based on its net lettable area. The buyers, Jack Investment and Pangjwee Development, are expected to complete the transaction by Q2 2026. Link REIT, the seller, aims to optimize its portfolio and increase real estate exposure in Singapore, reflecting strong investor interest in suburban retail properties.

Asiaone

Bought in 2023 for $172.5m, sold for $250m — Thomson Plaza retail block deal explained

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Link REITs closed at HKD 41 today . Awesome move💪🏽.

Fattycat

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BABA Diamond Holder

Link REITs closed at HKD 40.38 today . Cheers😘.

$LINK REIT(00823.HK)Link REIT: A Blue-Chip Giant at a Crossroads? 🇭🇰As of May 2026, Link REIT remains the king of Hong Kong’s retail space, but it is currently navigating a “tale of two cities”—strong operational resilience vs. rental pressure. If you’re tracking the 4H chart (currently near HKD 39.98), here is the latest intel!🔷 Fundamentals snapshots🟢 The Good: Tenant sales in Hong Kong are showing early signs of bottoming out, with a robust 11.8% YoY jump in early 2026. The REIT is also “pruning” its portfolio by selling Singapore’s Swing By@Thomson Plaza at a 23% premium to book value.🟢 The Bad: Negative rental reversion remains the biggest headache, widening to approximately 8.5% for the full year. This is expected to drag down the FY2026 DPU (Distribution Per Unit) by roughly 8%.🟢 The Opportunity: Management is hinting at unit buybacks using proceeds from asset sales, which could serve as a short-term catalyst for the stock price.🔷 Latest Analyst Recommendations (Less than 30 days old)Professional sentiment is “Cautiously Optimistic”:1️⃣ Morgan Stanley (5 May 2026): Upgraded to OVERWEIGHT with a TP of HKD 44. They predict an 80% chance the stock will outperform in the next 60 days.2️⃣ DBS Group Research (16 April 2026): BUY rating with a TP of HKD 43. They highlight an attractive 6.8% dividend yield, which beats most HK landlords.3️⃣ HSBC (9 April 2026): Maintains a HOLD with a TP of HKD40, citing near-term headwinds in non-essential retail.🔷The VerdictWatch the BB 20 SMA on your chart. Now the RSI is at 61.89, it is near overbought territory but still shows momentum. A break above HKD 40.50 could signal a fresh rally! 🚀

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Link REITs above HKD 40 now 💪🏽

I do agree your view too. Cheers and have good weekend.

Link Reits HK0823 new management are selling non core assets to hold my cash, pay debts and looking for strategic opportunities to beef up their core. Sold The Swing @ Thomson Plaza, now in discussions to sell Australian office assets. Markets are reacting to this news positively. I believe their NAV should improve further over time once all or most of their non-core are sold. $LINK REIT(00823.HK)

LazyCat

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$LINK REIT(00823.HK)The High-Yield Comeback You Can’t IgnoreIf you are hunting for steady passive income in the Hong Kong market, Link REIT (0823.HK) is flashing a major buy signal. After weathering a tough stretch, the stars are finally aligning: share prices are climbing and the balance sheet is rock-solid. The recovery is not just a theory anymore. It is officially in motion.🔷Technical SnapshotThe chart is quietly building a bullish case for a trend reversal:❤️Momentum: At $36.68, Link is trading above its 20-period SMA ($36.18). Reclaiming this level suggests the short-term trend has shifted in favor of buyers.❤️Key Levels: Support has solidified at $35.44 (the lower Bollinger Band). A clean break above immediate resistance at $36.93 opens the door back toward the $39–$40 region.❤️RSI: Currently at 53.09, the “sweet spot.” It is neither oversold nor overbought. It is leaving plenty of room for sustained upside before hitting “expensive” territory.🔷Fundamentals SnapshotFor REIT investors, the balance sheet provides a massive margin of safety:♥️The Yield: A standout forward yield of 7.0% to 7.4%, supported by a forecasted FY2026 distribution of ~HK$2.57 per unit.❤️Valuation: Trading at just 0.59x Price-to-Book, you are effectively buying a global portfolio at a 41% discount to its net asset value.❤️Resilience: Net gearing is a conservative 22.5%. While HK retail faces macro pressure, international assets in Singapore and Australia are seeing strong double-digit rental reversions.🔷My VerdictLink REIT sits at the intersection of improving technicals and deep fundamental value. With analyst targets averaging HK$40–$42, investors could see 10–15% capital upside alongside a 7% dividend yield.For income seekers, it is a defensive powerhouse; for traders, it’s a bullish setup with a clearly defined floor.Not financial advice. Trade safety and stay vigilant at all times.

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$Amova-StraitsTrdg Asia REIT(CFA.SG)My no brainer dividend Etf stock in portfolio, dividend is paid every 3 months. ETF contain stocks from asia, like link reit in Hong Kong.

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[Day 11] Checking up LINK REITIt appears that the boat is coming back to for me to load more $LINK REIT(00823.HK). My buy level would be 35 and below. With a more than 7% yield at that level,it would offer a good margin of safety.🐲 let's go!

MS-LINK@EC2611A(28849.HK)

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

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

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

LINK REIT starts to become clever | Cheng Zhi Hua

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