Duncan Owen
Chair
Replay available
Link Rl Est Invt Tr Uts (LKREF) Q2 2026 Earnings Call
Link Rl Est Invt Tr Uts (OTC: LKREF) Q2 2026 earnings conference call, held 2025-11-20. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
George Hong Choi
Group CEO
Ko Sung Un
CFO
John Saunders
Group CIO
Carl Chan
Analyst, JPMorgan
Carl Choi
Analyst, Bank of America
Mark Leung
Analyst, UBS
Simon Chong
Analyst, Goldman Sachs
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Link Real Estate Investment Trust.
Replay transcript excerpt
WEBVTT 00:00:01.113 -- 00:00:06.656 Good afternoon, ladies and gentlemen. Welcome to our Linked Read 2025-2026 00:00:06.737 -- 00:00:09.079 Infra-Results Presentations. 00:00:09.079 -- 00:00:14.322 Now on the stage, we have our Chair, Mr. Duncan Owen, and our Group 00:00:14.322 -- 00:00:19.846 CEO, George Hong Choi, our CFO, Ko Sung Un, and our 00:00:19.846 -- 00:00:25.070 Group CIO, John Shaunders. So on the screen, you can see our agenda 00:00:25.070 -- 00:00:29.913 today. And without further ado, let me hand the floor over to Duncan. 00:00:29.913 -- 00:00:31.847 Thank you. 00:00:31.847 -- 00:00:37.449 Thank you. Thank you. Good afternoon, ladies and gentlemen, and welcome to the 2025-2026 00:00:37.449 -- 00:00:41.430 interim results presentation for Link Read. 00:00:41.430 -- 00:00:45.811 As today's meeting has been webcast live, I also extend a warm welcome to those joining 00:00:45.811 -- 00:00:47.512 us online. 00:00:47.512 -- 00:00:53.413 It's my pleasure to open proceedings and I will provide a few brief remarks now. 00:00:53.583 -- 00:00:57.685 With regards to the interim results period, despite a range of macroeconomic and market 00:00:57.685 -- 00:01:02.688 challenges, Link has continued to deliver resilient results during the first half of 00:01:02.688 -- 00:01:04.672 this year. 00:01:04.672 -- 00:01:09.174 We saw a modest decline of 3.4% in net property income compared with the same period 00:01:09.174 -- 00:01:15.476 last year. This is mainly due to market challenges in Hong Kong and the Chinese mainland. 00:01:15.476 -- 00:01:21.758 Our distributable amounts and distribution per unit are down 5.6% and 5.9% respectively 00:01:21.758 -- 00:01:24.688 compared with the first half of last year. 00:01:24.688 -- 00:01:27.889 Before inviting our management tea...