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    Why Hongkong Land (SGX:H78) Is Up 7.3% After Fast-Tracking Its Singapore Flagship Fund Launch

    Simply Wall St·12/14/2025 14:13:13
    語音播報
    • In December 2025, Hongkong Land Holdings advanced the launch of its Singapore Central Private Real Estate Fund, reshaping its Singapore portfolio by agreeing to sell its 33⅓% interest in Marina Bay Financial Centre Tower 3 for about S$1,500 million and preparing to inject prime office assets worth roughly S$3,900 million into the new vehicle.
    • The move accelerates Hongkong Land’s capital recycling towards its 2027 US$4.00 billion target while laying the groundwork for a fee-based fund management platform anchored on premium Singapore commercial properties.
    • We’ll now examine how seeding SCPREF with One Raffles Quay, Marina Bay Financial Centre Towers 1 and 2, and One Raffles Link could reshape Hongkong Land’s investment narrative.

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    Hongkong Land Holdings Investment Narrative Recap

    To own Hongkong Land today, you need to believe in the value of its ultra-prime office and retail portfolio and its shift toward fee-based fund management. The SCPREF launch and Marina Bay Financial Centre Tower 3 sale appear supportive of the near term capital recycling catalyst, while execution on exiting China build to sell and stabilizing new projects remains the key risk.

    The most relevant recent development here is the April 2025 authorization of a new US$200 million share buyback, funded by prior asset sales. Together with the SCPREF seeding plan, this ties directly into Hongkong Land’s capital recycling ambitions and its aim to grow third party assets under management, both of which sit at the heart of the current investment case.

    Yet investors should be aware that heavy exposure to Central Hong Kong office assets could still...

    Read the full narrative on Hongkong Land Holdings (it's free!)

    Hongkong Land Holdings' narrative projects $2.1 billion revenue and $929.4 million earnings by 2028. This requires 6.0% yearly revenue growth and a $1,260.4 million earnings increase from $-331.0 million today.

    Uncover how Hongkong Land Holdings' forecasts yield a $6.86 fair value, a 4% downside to its current price.

    Exploring Other Perspectives

    SGX:H78 1-Year Stock Price Chart
    SGX:H78 1-Year Stock Price Chart

    Eight members of the Simply Wall St Community currently see fair value for Hongkong Land between US$0.93 and US$8.66, reflecting very different expectations. You should weigh those views against how the new Singapore fund platform might alter earnings mix and resilience over time.

    Explore 8 other fair value estimates on Hongkong Land Holdings - why the stock might be worth as much as 21% more than the current price!

    Build Your Own Hongkong Land Holdings Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.