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the link 恐怖的资产组合

investfuture
Publish date: Tue, 05 May 2015, 08:38 AM
all about malaysia, singapore reits

the link REITs (00823.HKREITs) 贵为亚洲最大的产托公司,昨天uncle jim在整理the link的产业资料时,突然很想打人,因为只是the link的产业组合就整理了大约2个小时。the link reits拥有182间产业,遍布香港,182间产业市值HKD110bil,大约为RM51bil,相等于10多间pavillion吧~~

先让大家看看这个property summary吧,专页还未完成,可是我忍不住想分享这个,而以下是整理出来的结果:

这是uncle看过最复杂的产业组合图,许多产业小到看不到langsung。the link reit市值最大的产业为lok fu plaza,也就是uncle曾经撰文分享的商场(click here to read the post), lok fu plaza的市值为HKD4.8bil,可是一间如此昂贵的商场,竟然只占the link reit产业组合的4.4%,以下是the link 182间产业:

1)Lok Fu Plaza
2)Chung Fu Plaza
3)Tsz Wan Shan Shopping Centre
4)Hau Tak (II) Shopping Centre
5)Wong Tai Sin Plaza
6)Sheung Tak Plaza
7)Kai Tin Shopping Centre
8)Choi Yuen Plaza
9)Sau Mau Ping Shopping Centre
10)Cheung Fat Plaza
11)Lung Cheung Plaza
12)Leung King Plaza
13)Choi Ming Shopping Centre
14)Tai Wo Plaza
15)Wo Che Plaza
16)Butterfly Plaza
17)Yau Mei & Ko Cheung (Lei Yue Mun Plaza)
18)Tin Chak Shopping Centre
19)Chuk Yuen Plaza
20)Yat Tung Shopping Centre
21)Siu Sai Wan Plaza
22)Tin Yiu Plaza
23)Nan Fung Plaza
24)Oi Man Plaza
25)Stanley Plaza
26)Choi Wan Commercial Complex
27)Tak Tin Plaza
28)Fu Tung Plaza
29)Sha Kok Commercial Centre
30)Tin Shui Shopping Centre
31)Chung On Shopping Centre
32)Tin Shing Shopping Centre
33)On Ting Commercial Complex
34)Tai Yuen Commercial Centre
35)Lek Yuen Plaza
36)Homantin Plaza
37)Heng On Commercial Centre
38)Yu Chui Shopping Centre
39)Shun Lee Commercial Centre
40)Kwong Yuen Shopping Centre
41)Po Tat Shopping Centre
42)Hin Keng Shopping Centre
43)Fu Shin Shopping Centre
44)Tsui Ping North Shopping Circuit
45)Mei Lam Commercial Centre
46)Cheung Hong Commercial Centre
47)Po Lam Shopping Centre
48)Fung Tak Shopping Centre
49)Shan King Commercial Centre
50)Oi Tung Shopping Centre
51)Maritime Bay
52)Hing Wah Plaza
53)Lei Tung Commercial Centre
54)Shek Lei Shopping Centre Phase II
55)Sun Chui Shopping Centre
56)Yau Oi Commercial Centre
57)Fu Tai Shopping Centre
58)Tai Hing Commercial Centre
59)Wah Ming Shopping Centre
60)Kwai Shing East Shopping Centre
61)Yiu On Shopping Centre
62)Kwai Fong Plaza
63)Tai Wo Hau Commercial Centre
64)Fu Heng Shopping Centre
65)Lung Hang Commercial Centre
66)Kwong Fuk Commercial Centre
67)Long Ping Commercial Centre
68)Wan Tau Tong Shopping Centre
69)Lee On Shopping Centre
70)Un Chau Shopping Centre
71)Fu Cheong Shopping Centre
72)Lok Wah Commercial Centre
73)Shek Yam Shopping Centre
74)Tsui Lam Shopping Centre
75)Hiu Lai Shopping Centre
76)Hoi Fu Shopping Centre
77)Kam Tai Shopping Centre
78)Shek Wai Kok Commercial Centre
79)Tin Ping Shopping Centre
80)Kai Yip Commercial Centre
81)Wan Tsui Commercial Complex
82)Yung Shing Shopping Centre
83)Tsz Ching Shopping Centre (I) & (II)
84)Retail and Car Park within Ap Lei Chau Estate
85)King Lam Shopping Centre
86)Cheung Wah Shopping Centre
87)Lei Cheng Uk Shopping Centre
88)Sui Wo Court Commercial Centre
89)Sam Shing Commercial Centre
90)Shek Lei Shopping Centre Phase I
91)Tin Tsz Shopping Centre
92)Wah Kwai Shopping Centre
93)Chun Shek Shopping Centre
94)Cheung Hang Shopping Centre
95)Retail and Car Park within Shun Tin Estate
96)Hing Tung Shopping Centre
97)Ka Fuk Shopping Centre
98)Wah Sum Shopping Centre
99)Lai Kok Shopping Centre
100)Kwai Hing Shopping Centre
101)Ming Tak Shopping Centre
102)Kwong Tin Shopping Centre
103)On Yam Shopping Centre
104)Wang Tau Hom (Wang Fai Centre)
105)Kin Sang Shopping Centre
106)Po Tin Shopping Centre
107)Retail and Car Park within Tung Tau Estate
108)Yiu Tung Shopping Centre
109)Kam Ying Court Shopping Centre
110)Tsing Yi Commercial Complex
111)Siu Lun Shopping Centre
112)Ping Tin Shopping Centre
113)Retail and Car Park within Cheung Wang Estate
114)Tin Wan Shopping Centre
115)Car Park within Kin Ming Estate
116)Po Hei Court Commercial Centre
117)Retail and Car Park within Cheung On Estate
118)Yin Lai Court Shopping Centre
119)Hing Tin Commercial Centre
120)Fortune Shopping Centre
121)Sun Tin Wai Commercial Centre
122)Shun On Commercial Centre
123)Tin Ma Court Commercial Centre
124)Retail and Car Park within Lok Wah (South) Estate
125)Retail and Car Park within Hong Pak Court
126)Siu Hei Commercial Centre
127)Car Park within Wah Lai Estate
128)Retail and Car Park within Ko Chun Court
129)Retail and Car Park within Wo Ming Court
130)Retail and Car Park within Mei Chung Court
131)Retail and Car Park within Ching Wah Court
132)Retail and Car Park within Hong Yat Court
133)Retail and Car Park within Tong Ming Court
134)Hing Man Commercial Centre
135)Retail and Car Park within Tsui Wan Estate
136)Car Park within Tin Yuet Estate
137)Retail and Car Park within Tin Wah Estate
138)Retail and Car Park within Choi Ha Estate
139)Retail and Car Park within Tin Yat Estate
140)Car Park within Tin King Estate
141)Car Park within Tsz Man Estate
142)Car Park within Tsui Ping South Estate
143)Car Park within Ka Tin Court
144)Retail and Car Park within Yan Shing Court
145)Retail and Car Park within Yan Ming Court
146)Retail and Car Park within Nam Cheong Estate
147)Car Park within Ying Ming Court
148)ail and Car Park within Ying Fuk Court
149)Car Park within Po Pui Court
150)Retail and Car Park within Fung Wah Estate
151)Retail and Car Park within Po Nga Court
152)Car Park within Ning Fung Court
153)Car Park within Yue On Court
154)Retail and Car Park within Tsz Oi Court
155)Car Park within Lai On Estate
156)Car Park within Wang Fuk Court
157)Retail and Car Park within Sau Mau Ping (III) Estate
158)Retail and Car Park within Siu On Court
159)Car Park within Upper Ngau Tau Kok Estate
160)Car Park within Ching Wang Court
161)Car Park within Yee Kok Court
162)Retail and Car Park within Tai Ping Estate
163)Retail and Car Park within Hung Hom Estate
164)Retail and Car Park within Tung Hei Court
165)Car Park within Ming Nga Court
166)Retail and Car Park within Lok Nga Court
167)Car Park within San Wai Court
168)Car Park within Yee Nga Court
169)Car Park within Tin Yau Court
170)Retail and Car Park within Choi Fai Estate
171)Car Park within Hong Keung Court
172)Car Park within King Lai Court
173)Car Park within Kam On Court
174)Car Park within Fung Lai Court
175)Car Park within Sau Mau Ping (I) Estate
176)Retail and Car Park within Tin Wang Court
177)Retail and Car Park within Hong Shui Court
178)Car Park within Kwai Hong Court
179)Car Park within Pang Ching Court
180)Car Park within Chuk Yuen (North) Estate
181)Car Park within Lower Wong Tai Sin (I) Estate
182)Retail and Car Park within Ko Yee Estate

uncle 相信就算是道道地地的香港人都没办法认得所有的产业。

the link REITs的未发酵因素还包括,(摘自于香港交易所)The second relaxation came in September 2014, allowing reits to invest up to 10 per cent of their asset value in property development. 香港的REITs被容许以不超过总资产的10%发展产业,也就是,可以自己成为发展商,这条例一通过,the link REITs买入一块商用土地,预备发展自身产业,详情看以下video,然后the link股价屡创新高:

 

 

uncle在此停笔,预测下礼拜能呈现整个香港产托的专页。

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