Daiwa: Link REIT (00823.HK) rumored to acquire stakes in three Australian shopping centers. Maintain "buy" rating.

According to the Zhixin Financial APP, Morgan Stanley released a research report stating that it has given Link Real Estate Investment Trust (00823.HK) a "hold" rating, expecting it to benefit from potential interest rate cuts in the United States, and optimistic about its forecasted dividend yield of 6.2%. It believes that the sales performance of Hong Kong tenants will improve, which can provide support for the first half of the 2026 fiscal year performance (to be announced on November 20).