Morgan Stanley released a research report stating that during the 24th Annual Asia-Pacific Summit, CK ASSET (01113) management indicated that the Hong Kong residential property market may have bottomed out. The Centa-City Leading Index has risen 3% year-to-date, but pricing power has not yet recovered. The office market is expected to take longer to recover due to oversupply.
Morgan Stanley anticipates that CK ASSET, with limited land reserves, may wait for the right timing to launch its "Floral Seaside" project in Kai Tak and is likely to retain more cash on hand. The bank currently rates CK ASSET as "In-Line with the Market" with a target price of HK$39.
CK ASSET noted that the occupancy rate of its Cheung Kong Center Phase II is currently close to 30%. Morgan Stanley believes the property's prime location will allow the group to wait for favorable leasing terms. The report also highlighted that luxury retail rents continue to face downward pressure, while retail properties in areas with stable foot traffic are expected to stabilize.
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