Added to YB: 2026-02-13
Pitch date: 2026-02-11
H78.SI [bullish]
Hongkong Land Holdings Limited
+0.92%
current return
Author Info
No bio for this author
Company Info
Hongkong Land Holdings Limited, together with its subsidiaries, engages in the investment, development, and management of properties in Hong Kong, Macau, Mainland China, Southeast Asia, and internationally.
Market Cap
$18.4B
Pitch Price
$8.74
Price Target
13.62 (+56%)
Dividend
2.69%
EV/EBITDA
18.75
P/E
-56.98
EV/Sales
13.14
Sector
Real Estate Management and Development
Category
turnaround
Participate in Hong Kong's Real Estate Recovery - Hongkong Land Holdings Limited
H78.SI: Century-old HK property co trading at 35% discount to $13.62 NAV. New CEO (ex-Mapletree/Goldman) driving transformation: sold $2.4B assets (85% of $4B '27 target), launching asset-light fund mgmt model targeting $100B AUM by 2035. Prime Central HK assets (450k sqm) seeing recovery: office vacancy down to 11%, rents stabilizing after 40% drop. Targets 2x dividends, 20% buybacks from sales. Insiders buying.
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