This counter is my 2019 lover. After selling all around 1.3x to 1.4x range I am finally back in the game which is slightly more than a year wait. The timing on the counter has been relatively good though would have been better. Here’s my my post on the sale in Year 2019.

Cory Portfolio Re-balance – aftermath of MNACT sale

Now I am in the process of building it back. Looks like with the draconian law in place, protests are much more restricted and tamed in Hong Kong or at least the perception I have as there is much lesser media reporting within my sphere of easy reach. On top of this, the Covid situation is now under control.

Today the Reit is in the news again on Korea acquisition.

The fee structure is quite transparent. And seem quite align to shareholder.

Threshold DPU of 7.124 cents has provided the baseline for reference which translate to

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