Australand Property – Our first pick to enter Australia market

AUD 3.00 represent around PE 10 and a yield of above 5%. Its diversified portfolio from central city to life style near beach projects like Port Coogee. From residential to commercial. We believe Australand will still have much to grow and we put it into our monitoring list and recommended a mid term buy.

麗新發展 reached HKD 0.300 – still a hold

It has rcoketed to 200% gain from its right issues at HKD 0.105. We still recommend a hold as it is highly undervalue with NTAV of HKD 0.800. We continue to like undervalue search across the globe and make investment back to basis to buy cheap.

AscendasHT – We likes it portfolio with yield more than 7%

We always like Australia because we believe the growth potential of asset in the country is still very potential. AscendasHT has almost 80% properties in Australia with 2 in China and 1 in Japan. We always like diversified REIT as it will give a better spread across the global economy. However, with 80% portfolio in one of our favaourite economy. We will start to accumulate more AscendasHT.

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