$HUI XIAN REIT (87001.HK)$ $SOHO CHINA (00410.HK)$ $SHIMAO GROUP (00813.HK)$
3 reasons why HuiXian REIT will be strongly re-rated
1) Prime Grade A office rents in central Beijing are set to recover due to a lack of new supply and higher demand as new companies are formed and hiring increases
Vacancy rates are currently 21% and this figure is set to decline in the next 12 months as more stimulus comes on stream
2) In 2015, the average rents for Grade A office space in Beijing is 295RMB/SQM
As of 1H24...

$SOHO CHINA (00410.HK)$ Haven't looked at thie crap for a long time. Some duchbag said to acquire this so called high performance stock at 4.2 two years ago, now it's 80 cents! Pity those who have held this when it's still 4 bucks a share.

$SOHO CHINA (00410.HK)$ Can't say it is without risk but Blackrock offered $5 a share which CCP rejected. I did some modeling and obviously the properties are worth quite a bit less than carrying value based on Blackrock offer but I went a step further and the current share price indicates the value of the properties is over 40% lower than what the indicated value from the Blackrock offer was. Values have declined but not that much. Feel pretty good about it but there is always risk...

$SOHO CHINA (00410.HK)$ lagging

$SOHO CHINA (00410.HK)$ 0.149

$SOHO CHINA (00410.HK)$ if Evergrande taking charge this stock should follow.

$SOHO CHINA (00410.HK)$ china based stock has so much opportunities