JPMorgan has acquired an additional 7,795,100 units of Link Real Estate Investment Trust (00823.HK), valued at approximately HK$300 million.

Reported on June 11, according to a filing disclosed by the Hong Kong Stock Exchange on June 11, JPMorgan purchased a total of 7.7951 million units of Link Real Estate Investment Trust (00823.HK) on June 5, at an average price of HK$38.449 per unit via on-exchange transactions and HK$38.4707 per unit via off-exchange transactions, for a total value of approximately HK$300 million. Following this acquisition, JPMorgan’s latest holding stands at 131 million units, increasing its long position from 4.71% to 5.01%. Source: HKEX Equity Ownership Disclosure What is equity ownership disclosure?

Futu NewsJun 11 17:08

領展房產基金：年報 2025/2026

HKEXJun 11 16:33 · Announcements

LINK REIT To Go Ex-Dividend On June 11th, 2026 With 1.2673 HKD Dividend Per Share

June 11th (Beijing Time) - $LINK REIT(00823.HK)$ is trading ex-dividend on June 11th, 2026.Shareholders of record on June 12th, 2026 will receive 1.2673 HKD dividend per share on July 28th, 2026.

Futu NewsJun 11 06:05

Citi: Concerns that Hong Kong government measures to cool the property market are premature; a 'slow bull' market is more constructive. Recommends Sun Hung Kai Properties, CK Asset Holdings, Henderson Land, and Link REIT.

Citi published a report stating that the recent weakness in Hong Kong property stocks has been driven more by capital flow dynamics and bearish sentiment rather than deteriorating fundamentals. Citi incorporated recent investor feedback and certain dual-constraint views raised by investors, and shared its perspective on each. The bank noted that some investors are concerned that a faster-than-expected recovery in property prices could prompt the government to reintroduce demand-side cooling measures. Citi believes that, at current price levels, such a risk is premature. Referencing past tightening cycles: (1) October 2009: loan restrictions were implemented after property prices rose 30% from the November 2008 trough.

AASTOCKSJun 8 15:10

UOB Kay Hian: Recent pullback in property stocks creates buying opportunities; prefers Sun Hung Kai Properties (0016.HK) and Link REIT (0823.HK)

UBS Securities issued a report stating that the new outbound investment regulations will dampen investment demand from mainland China but will not affect professionals working or residing in Hong Kong. Residential property price momentum remains robust. The recovery in retail sales supports rental rate stabilization. The firm maintains its 'Market Perform' rating on the Hong Kong property sector and reiterates its forecast of a 7% increase in residential prices. It has revised upward its retail sales growth forecast from 2.5% to 5%. Recent pullbacks in property stocks present buying opportunities. Its top picks are Sun Hung Kai Properties (00016.HK) and Link REIT (00823.HK), with target prices of HK$143.8 and HK$44.3, respectively, both assigned a 'Buy' rating.

AASTOCKSJun 8 12:25

JPMorgan: Hong Kong's retail sales growth moderated in April; maintains 'Neutral' rating on Link REIT (0823.HK) and Kowloon Development (1997.HK)

JPMorgan reported that Hong Kong's total retail sales value rose by 9% year-on-year in April, marking a modest slowdown from the 13% annual increase recorded in March. Compared with the average level between 2015 and 2018, April’s retail sales were 15% lower, reflecting weaker performance than March’s 9% decline. Excluding categories with unusually strong growth—such as motor vehicles (up 46% year-on-year) and electrical goods (up 22% year-on-year)—overall retail sales in April increased by 6% year-on-year, down from March’s 8% gain. JPMorgan noted that while retail performance remains stable, this has not yet translated into improved prospects for the two major local retail property stocks—Wharf Holdings

AASTOCKSJun 3 16:25