Acquisitions And DiversificationLink REIT continues to seek diversification through acquisitions, preferably in Singapore, Japan, and Australia, and asset recycling to enhance its earnings base and augment distribution growth.
Population Growth ImpactPopulation growth led by government policies should bode well for non-discretionary retail growth in Hong Kong in the longer run, thus, driving long-term reversionary growth of the REIT.
Stock Connect InclusionPositive developments regarding the inclusion of the REIT into Stock Connect should boost sentiment towards Link REIT sharply given its large market capitalisation, strong trading liquidity, and resilient earnings.