Hongkong Land

Broker's Calls

Morgan Stanley downgrades Hongkong Land to ‘equal-weight’ amid weak Hong Kong office outlook

Despite buyback support from management, the analysts have also lowered their target price to US$3.80 from US$5.90 before.

Property

Hongkong Land denies plan to sell Three Exchange Square Tower

Sing Tao earlier reported that an unidentified agency was marketing the property for sale at HK$16 billion
Keppel unloads more Seatrium shares; Hongkong Land continues buybacks - THE EDGE SINGAPORE

Insider moves

Keppel unloads more Seatrium shares; Hongkong Land continues buybacks

Keppel has reduced its stake in Seatrium on several occasions after Seatrium was merged with Keppel O&M on Feb 28.
Hongkong Land reports US$333 mil loss for 1HFY2023; underlying earnings down 1% y-o-y to US$422 mil - THE EDGE SINGAPORE

Results

Hongkong Land reports US$333 mil loss for 1HFY2023; underlying earnings down 1% y-o-y to US$422 mil

The US$333 million reflected unrealised losses from the group’s revaluations of US$755 million from its investment properties.

Broker's Calls

CGS-CIMB keeps 'hold' on Hongkong Land with lower TP of US$4 on lack of near-term rerating catalysts

The analysts expect negative rental reversions for HKL’s HK office through FY2024.

Broker's Calls

Hongkong Land mulls 'significant' investment as share buyback pace moderates: DBS

Hongkong Land has spent some US$600 million since Sept 2021 in share buybacks

Results

Hongkong Land says underlying profit for 1QFY2023 lower y-o-y

Shares in Hongkong Land closed 2 US cents lower or 0.46% down at US$4.38 on May 18.

Broker's Calls

DBS keeps 'buy' call on DFI Retail Group following new CEO appointment

DBS' sum-of-the-parts analysis on DFI is a base case per share equity value of US$5.16.
Hongkong Land: Undervalued Hong Kong developer with prime assets - THE EDGE SINGAPORE

Global stocks

Hongkong Land: Undervalued Hong Kong developer with prime assets

Its net debt, on the other hand, stood at US$5.82 billion, which gives it a comfortable gearing of 17%, below the 20% benchmark.
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