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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Taikun who wrote (56720)	12/1/2004 3:58:19 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 74559

David, How can LINK REIT offer any appreciation when they are not allowed to do any property development and they will distribute 100% of their distributable income? (Google on LINK Reit HongKong)

To: Taikun who wrote (56720)	12/1/2004 10:55:11 AM
From: TobagoJack	Respond to of 74559

<<Do you see dividend increases in the future?>> ... almost definitely, and so I am counting on it. <<How is the HK property mkt?>> ... no mania in the LINKS-owned sectors. ... mass market residential OK, biased toward tepid. ... luxury residence ... frothy. ... Mongkok shopping ... lively, bubbly, but still within mathematical logic, for now. <<Which do you think is the bigger play here: CG or yield? ... I am figuring that the LINKS yield, without dividend increase, can drop to 3.5% by capital appreciation (wealth creation by Al the Spankie's logic), and dividend can increase by 200-300 basis points over the coming 18-24 months. Chugs, Jay