Event Driven, Deep Value w/ Catalyst, Real Assets, EM. 中文/Eng
Hong Kong
Joined June 2021
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$AHH trading at nearly an 11 cap rate, noticing that 2Q results and stabilized NOI look much better vs 1Q. New mgmt conveniently negotiated a new share based comp package at the all-time low (after cutting the dividend and raising new equity).
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Generational transition at $AHRT continues. Plausible that a sales process will occur in 2027 after $AHRT completed its occupancy inflection.
nitter.cf/uscorpfilings/status/2…
$AHRT Board Changes:
On November 5, 2026, AH Realty Trust, Inc. announced that Daniel A. Hoffler resigned from the Board of Directors, and David Z. Hirsh was appointed as an independent director to replace him, effective immediately; Hirsh has over 30 years of real estate investment experience.
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Another good reason to be holding mid-cap apartment REITs exemplified by $CSR announcing a strategic review today.
ir.centerspacehomes.com/corp…
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$NXRT approaching all-time low, maybe going to $10/sh. My humble opinion is that mgmt will announce a dividend cut and sale process / strategic review. They soft announced this in last weeks’s call. Likely gets bid at $20-30/sh, with mgmt rolling into a private deal.
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SF REIT $2191.HK cuts rents payable by its parent by 20-45％ in "realignment with prevailing market". Leverage was elevated at >7x ND/EBITDA before the rental cut, 90% payout ratio also elevated. Not uncommon for REITs to be listed with above-market rents, followed by a rug pull.
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From time to time an analyst will subtly highlight management gaslighting its shareholders, missing guidance over years, etc. This one was is a real zinger on the $MAA call.
Jardine Matheson $J36.SI mean-reversion underway, catalyzed by mgmt empire building in healthcare sector. I’m a buyer in the low/mid 40s, assuming a pause in acquisitions.
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Sunbelt multifamily reit $BRT reported same-store NOI growth, while all peers are still negative. Not a bad result. Perhaps less oversupply in its less institutional markets.
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My sense is that $GO.UN will eventually be sold, and this is effectively a pre-deal roll-up.
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Mr Market is offering a rare opportunity to buy Airports of Thailand $AOT.TB at a 50% discount.
I remain long Airports of Thailand $AOT.TB nitter.cf/justmikemckay/status/2…
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All good things must come to an end. It's time to exit $AOT.TB to redeploy into another Hong Kong holdco discount situation. "Good boys go to heaven bad boys go to Bangkok"
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I'm long Krung Thai Card $KTC.TB, the only listed pure-play credit card operator in Asia, with an amazing track-record of compounding shareholder value. Shares crashed last year as a result of a margin call effecting a large shareholder. Trades at 11x PE after recent run-up.
