Link Asset Management: Looking for Suitable China Investments

The transcript discusses the impact of recent events like the pandemic on the rental market and economic conditions in Hong Kong. It highlights the company's optimistic outlook, investment strategies in China, and overseas investments in London and Sydney. The focus is on diversification, future revenue goals, and addressing local market challenges and opportunities.

What is the general sentiment regarding the economic outlook post-pandemic?

• Optimistic due to improved rental negotiations

• Pessimistic due to ongoing challenges

• Uncertain due to fluctuating market conditions

• Neutral with no significant changes

How have rental levels in Hong Kong changed post-pandemic?

• They have not fully bounced back to pre-pandemic levels

• Concessions are still being offered

• They have returned to pre-pandemic levels

• They have decreased significantly

What is the company's strategy for its recent acquisition in Guangzhou?

• Focus on short-term gains

• Sell the asset quickly

• Avoid further investments in the region

• Invest for long-term growth

Which cities are part of the company's overseas investment strategy?

• London and Sydney

• Paris and Berlin

• Dubai and Singapore

• New York and Tokyo

What percentage of the company's top line is expected to come from outside Hong Kong in the next 3-5 years?

• 10%

• 20%

• 40%

• 30%

What is the company's response to criticism about high rental rates?

• They have ignored the criticism

• They have increased rates further

• They have seen new entrepreneurs taking advantage of adjusted rentals

• They have reduced rates significantly

What is the company's approach to lease renewals in Hong Kong?

• Negative reversion rate

• Rates are decreasing

• Positive reversion rate

• No change in rates