Nam Tai Property: I Bought A Ticket To This Circus

Dissident shareholders led by ISZO Capital recently replaced the board of Nam Tai Property (NTP) which had been controlled by Chinese property developer Kaisa Group. Significant recent news: ISZO Capital's campaign to replace a majority of the Board of Directors was successful at a shareholder meeting held on 11/30/21 (LINK)Kaisa's 24% stake was seized by … Continue reading Nam Tai Property: I Bought A Ticket To This Circus

H&R REIT: Transform & Roll Out

H&R REIT announced that over 5 years it will transform from a diversified REIT into one focused on its thriving Lantower Residential business: Accelerated residential development will deliver meaningful NAV appreciationSpecialization will enhance investor appeal and eliminate the substantial discount at which units currently tradeSpinoff of H&R's malls into a new well-capitalized independent entity positions … Continue reading H&R REIT: Transform & Roll Out