About 30% of the internal employees of Link REIT (00823.HK) use Microsoft (MSFT.US) Copilot.

Microsoft (MSFT.US) held the 2025 AI Tour event in Hong Kong, stating that Hong Kong is positioned as a thriving AI hub, with an increasing number of policies and guidelines supporting businesses in adopting AI. The adoption rate of generative AI has significantly risen from 56.3% in 2023 to 62.1% in 2024, with the financial services, Manufacturing, and media and telecommunications industries being the top three sectors with the highest ROI, bringing in $3.40 for every $1 invested. Microsoft stated that its client, Link REIT (00823.HK), has been adopting generative AI and digital transformation strategies to enhance its operations.

AASTOCKSJan 16 17:15

Higher Chance of Fed Cuts Could Bode Well for Hong Kong Property Stocks -- Market Talk

WSJJan 16 15:35

Hong Kong Stock Movements | Hong Kong Property Stocks are under pressure as strong non-farm data dampens interest rate cut expectations. Citigroup predicts that Hong Kong property prices will decline by 3% this year.

Hong Kong Property Stocks are under pressure. As of the time of this report, HENDERSON LAND (00012) has dropped by 2.69% to 21.7 HKD; LINK REIT (00823) has fallen by 2.18% to 31.4 HKD; SHK PPT (00016) has decreased by 1.9% to 69.85 HKD.

Zhitong FinanceJan 13 14:07

The expectation of interest rate cuts has cooled, putting pressure on real estate stocks, with Shanghai New World (00017.HK) dropping by 5% and breaking new lows repeatedly, while MTR (00066.HK) has reached its lowest point in over eight months.

Last month, the employment data in the USA was strong, and the expectations for the Federal Reserve to cut interest rates further cooled. Goldman Sachs Analysts have lowered their expectations for the Federal Reserve to cut interest rates this year from three times to two, with an estimated one additional cut next year, bringing the terminal rate to between 3.5% and 3.75%, currently at 4.25% to 4.5%. Additionally, Bank of America Securities anticipates that the Federal Reserve may not cut rates any further this year. Some brokerages are also bearish on this year's property price trends, with UBS Group adjusting its forecast for the increase in residential property prices this year from the original range of 0% to 5% down to zero increase or decrease, reflecting a potential reduction in the number of interest rate cuts after the USA elections. Locally sensitive real estate and House Rental Companies are under pressure. NEW WORLD DEV, which is closely monitored for its leverage levels, is also affected.

AASTOCKSJan 13 13:41

The investment ratings and Target Prices of Citigroup for local Banks and property stocks (table).

Citigroup released a research report detailing the investment ratings and Target Prices for local bank stocks and real estate stocks as follows: Stock | Investment Rating | Target Price (HKD) BOC HONG KONG (02388.HK) | Buy | 29.6 HKD BANK OF E ASIA (00023.HK) | Neutral | 9.4 HKD Champion Real Estate Investment Trust (02778.HK) | Sell | 1.5 HKD CHINA OVERSEAS (00688.HK) | Buy | 15 HKD CK ASSET (01113.HK) | Neutral | 33.5 HKD FORTUNE REIT (00778.

AASTOCKSJan 9 11:34

Ubs group's rating and target price for Hong Kong real estate stocks (table)

UBS Group published a research report, listing the investment ratings and Target Prices for Hong Kong real estate stocks as follows: Developer Stocks | Investment Rating | Target Price (HKD) KERRY PPT (00683.HK) | Buy | 20 HKD → 19 HKD Henderson Land (00012.HK) | Buy | 30 HKD → 26 HKD SINO LAND (00083.HK) | Buy | 10.7 HKD → 10.5 HKD SHK PPT (00016.HK) | Buy | 102 HKD → 90 HKD CK ASSET (01113.HK) | Neutral

AASTOCKSJan 8 12:09