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<Research>Citi Expects Optimized Capital Investment Scheme to Drive Continued Outperformance in Ultra-Luxury Housing Mkt; Top Picks LINK REIT/ SWIREPROPERTIES/ SHK PPT
Hong Kong's Chief Executive John Lee has delivered his fourth Policy Address, and his intention to optimize the Capital Investment Scheme is expected to keep the ultra-luxury h...
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<Research>Citi Expects Optimized Capital Investment Scheme to Drive Continued Outperformance in Ultra-Luxury Housing Mkt; Top Picks LINK REIT/ SWIREPROPERTIES/ SHK PPT
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Hong Kong's Chief Executive John Lee has delivered his fourth Policy Address, and his intention to optimize the Capital Investment Scheme is expected to keep the ultra-luxury housing market ahead of the curve, according to a Citi research report.

Transactions of properties priced from HKD30 million to HKD50 million accounted for about 1.2% of total deals in 1H25, involving a transaction value of around HKD14 billion.

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The new measures could boost sales of projects such as SHK PPT's (00016.HK)  -1.450 (-1.568%)    Short selling $114.36M; Ratio 29.479%   Victoria Harbour, Cullinan Harbour, and Dynasty Court, SINO LAND's (00083.HK)  -0.070 (-0.714%)    Short selling $5.69M; Ratio 13.066%   St. George’s Mansion, as well as HENDERSON LAND (00012.HK)  -0.400 (-1.458%)    Short selling $68.67M; Ratio 40.572%   and NEW WORLD DEV's (00017.HK)  -0.020 (-0.255%)    Short selling $7.42M; Ratio 9.687%   Bamboo Grove (Hysan), 8 Castle Road.

The report also highlighted measures aimed at encouraging the conversion or redevelopment of offices and hotels into student housing. For offices, Citi believes that converting Grade B buildings (such as SINO LAND's HK Pacific Centre, Sino Plaza, Future Plaza; SUNLIGHT REIT (00435.HK)  -0.020 (-0.893%)    Short selling $896.22K; Ratio 32.992%   ; CMC REIT (01503.HK)  0.000 (0.000%)   ) or Grade C buildings would be more cost-effective, while the feasibility of converting Grade A properties is relatively low.

Citi’s top picks were LINK REIT (00823.HK)  -0.460 (-1.148%)    Short selling $51.70M; Ratio 12.860%   , SWIREPROPERTIES (01972.HK)  -0.400 (-1.845%)    Short selling $20.72M; Ratio 14.373%   , and SHK PPT. It was also positive on HANG LUNG PPT (00101.HK)  -0.160 (-1.845%)    Short selling $20.92M; Ratio 29.155%   , particularly for its retail portfolio in China and its Hangzhou mall.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-09-25 16:25.)

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