UBS Group's "Big Banks" report indicates that a survey shows a decrease in the public's Bearish sentiment towards the housing market, reflecting that basic demand is expected to remain healthy, and it is anticipated that this year's housing prices will st

UBS Group released a research report indicating that UBS Group's Evidence Lab conducted a consumer sentiment survey in Hong Kong at the beginning of December last year, interviewing about 1,000 Hong Kong citizens. It was found that the willingness of residents to purchase properties has improved, with the proportion of respondents indicating they might buy property in the next one to two years increasing by 5 percentage points year-on-year to 23%. Additionally, the level of bearish sentiment regarding property prices in the long term has also decreased compared to last year, with fewer respondents expressing concerns over rising interest rates and an uncertain political environment, while more respondents are concerned about future housing supply. Unexpectedly, the bank observed that more local residents expect the employment environment to remain generally stable over the next 12 months. UBS Group stated that...

AASTOCKSJan 24 10:57

According to UBS Group, a survey shows that household confidence in Hong Kong has improved, with a preference for Hang Lung Properties (00012.HK), Sino Land (00016.HK), PCCW (00008.HK), Cheung Kong Infrastructure (01038.HK), Cathay Pacific (00293.HK), San

UBS Group published a research report that cites a survey by its Evidence Lab, indicating that local families have a positive outlook for overall conditions this year, with higher confidence in family income, job stability, and the economic outlook in Hong Kong. There is a rising intent to invest across different Asset categories; however, only a few respondents indicated they would increase their Consumer spending, particularly on necessities. The firm believes that the survey results reflect a positive outlook for real estate developers and Airlines in Hong Kong, while the situation for Retail Trade owners is mixed, with necessities performing worse than non-essentials. As for the Hong Kong stock market, despite the improvement in investment sentiment among local families, the market's performance this year is believed to still depend on the USA.

AASTOCKSJan 24 10:57

Fitch Ratings: Attention on the liquidity pressure of Hong Kong Real Estate developers, expects Hong Kong Silver's profits to be pressured this year but the outlook remains stable.

Fitch Ratings Senior Director and Head of Real Estate Ratings in China, Jin Tailun, stated that the residential market in certain areas of Hong Kong is expected to continue benefiting from better rental returns brought by students and crew members, and attention should be paid to the liquidity pressures faced by some real estate companies in Hong Kong and their impact on the residential market. In terms of commercial real estate, he noted that the office market continues to be oversupplied, combined with weak retail sales, which puts pressure on rental rates and occupancy rates. It is expected that the operational Indicators of rated issuers will weaken. Regarding recent rumors of local large developers refinancing mortgaged properties, he mentioned that the situation and how events unfold will be monitored, while most rated real estate companies in Hong Kong are currently...

AASTOCKSJan 22 15:35

Da Hang reports that Dahua Jixian has lowered the earnings forecast for K. Wah International (01997.HK) and Hysan Development (00014.HK). The local House Rental Companies preferred are Link REIT (00823.HK).

Daiwa Capital Markets published a Research Report stating that although the number of visitors to Hong Kong increased last year, per capita Consumer spending has further weakened. Looking ahead to this year, the Hong Kong dollar is expected to remain strong, which will continue to undermine the competitiveness of Hong Kong's tourism and shopping market, and exert pressure on the valuations of local House Rental Companies. The firm maintains a "Shareholding" rating for the Industry and has lowered its earnings forecasts for WHARF REIC (01997.HK) and Hysan Development (00014.HK). Daiwa has reduced its core net profit forecasts for WHARF REIC for 2024 to 2026 by 3.1%, 8.1%, and 10.7% respectively, with revenue forecasts lowered by 0.8%, 3.6%, and 5.9% respectively.

AASTOCKSJan 21 15:51

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