EMBASSY.NSE News

In this briefing: Trip.com (TCOM, 9961.HK): No Concern for Authorities Investigation Primer: China Lesso Group Holdings (2128 HK) - Jan 2026 Midea (300 HK) Home Appliances Giant at 13x P/E with a Hidden Robotics Asset Primer: Leyou Technologies (1089 HK) - Jan 2026 Embassy Office Parks REIT (NSE: EMBASSY): A Core Office Income Platform 1. Trip.com (TCOM, 9961.HK): No Concern for Authorities Investigation State Administration for Market Regulation (SAMR) launched an investigation into TCOM. TCOM has a market share above 65% in the travel market. We believe SAMR will not ruin TCOM - it just warns TCOM not to kill small companies. 2. Primer: China Lesso Group Holdings (2128 HK) - Jan 2026 Leading Market Position Under Macroeconomic Pressure: China Lesso is a dominant player in China's plastic pipe and building materials industry. However, its performance is intrinsically linked to the health of the Chinese real estate and construction sectors, which have faced significant headwinds, leading to declining revenue and profitability in recent years.

In this briefing: EM Fixed Income: Sticking to the knitting Exencial Industry Tidings The Global Footprint of the IEdge Singapore Next 50 Lucror Analytics - Morning Views Asia Embassy Office Parks REIT (NSE: EMBASSY): A Core Office Income Platform 1. EM Fixed Income: Sticking to the knitting Focus on key global economic drivers in EM markets Headlines such as political flashpoints and Fed independence may not have significant impact on global economic outlook Favorable macroeconomic environment supporting EM currencies, high yield local bonds, and growth forecasts This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. 2. Exencial Industry Tidings Genomic Valley Biotech's sales decline by 77.3% in December 2025 quarter Madras Fertilizers plans to establish Rs.103 billion ammonia-urea project in Chennai Pharma companies to report 8-11% revenue growth in December 2025 quarter 3. The Global Footprint of the IEdge Singapore Next 50 The iEdge Singapore Next 50 is effectively a global growth proxy, with ~51% of revenues generated offshore, sharply reducing reliance on Singapore’s domestic and banking cycles.

In this briefing: Primer: China Lesso Group Holdings (2128 HK) - Jan 2026 Midea (300 HK) Home Appliances Giant at 13x P/E with a Hidden Robotics Asset Primer: Leyou Technologies (1089 HK) - Jan 2026 Embassy Office Parks REIT (NSE: EMBASSY): A Core Office Income Platform Port Of Tauranga The Rise, Fall And Reincarnation Of MetroPort 1. Primer: China Lesso Group Holdings (2128 HK) - Jan 2026 Leading Market Position Under Macroeconomic Pressure: China Lesso is a dominant player in China's plastic pipe and building materials industry. However, its performance is intrinsically linked to the health of the Chinese real estate and construction sectors, which have faced significant headwinds, leading to declining revenue and profitability in recent years. Strategic Pivot Towards Diversification and Overseas Expansion: In response to the domestic property market slowdown, management is executing a strategy focused on strengthening its core piping business by targeting government-led infrastructure projects and aggressively expanding its presence in overseas markets, particularly Southeast Asia, to create new revenue streams and reduce geographic concentration risk.

In this briefing: Embassy Office Parks REIT (NSE: EMBASSY): A Core Office Income Platform Port Of Tauranga The Rise, Fall And Reincarnation Of MetroPort Rakon Limited NZ1.55 Per Share Takeover Notice Received Primer: 5E Advanced Materials (FEAM US) - Jan 2026 Primer: Hastings Technology Metals (HAS AU) - Jan 2026 1. Embassy Office Parks REIT (NSE: EMBASSY): A Core Office Income Platform India’s largest listed office REIT, with a 50.8 msf Grade A office portfolio, of which ~93% is completed, limiting development risk and supporting stable cash generation. 90% occupancy and 8.5-year WALE underpin sustainable distributions, with Q2 FY26 DPU at INR6.51 and ~5.8% annualised yield. 7.2 msf development pipeline provides measured upside, while higher leverage and Bengaluru concentration remain key investor sensitivities. 2. Port Of Tauranga The Rise, Fall And Reincarnation Of MetroPort Port of Tauranga’s (POT) recent exit from MetroPort suggests a strategic shift back towards its core maritime gateway operations.

» Smartkarma / by Garvit Bhandari / Equity Bottom-Up India’s largest listed office REIT, with a 50.8 msf Grade A office portfolio, of which ~93% is completed, limiting development risk and supporting stable cash generation. 90% occupancy and 8.5-year WALE underpin sustainable distributions, with Q2 FY26 DPU at INR6.51 and ~5.8% annualised yield. 7.2 msf development pipeline provides measured upside, while higher leverage and Bengaluru concentration remain key investor sensitivities. » Get straight to the source on Smartkarma.

Knowledge Realty Trust and Embassy Office Parks REIT are set to raise $233 million.

Two Indian real estate investment trusts are set to raise funds through bond issuances. Knowledge Realty Trust and Embassy Office Parks REIT plan to tap the bond market in the coming days. This move will conclude a year of record issuances from real estate operators. These issuances will bring the total for the year to a new high.

Realty firm Embassy Office Parks REIT acquired a 3 lakh sq ft office property in Bengaluru for Rs 852 crore.REIT portfolio comprises four operational business hotels, and a 100 MW solar park supplying renewable energy to tenants. With a 100 per cent leased, long-tenured asset anchored by a leading global investment firm, this acquisition further strengthens presence in this premier micro-market.

Embassy Office Parks REIT reported a 13% YoY rise in Q2 FY26 revenue to ₹1,124 crore and 15% NOI growth to ₹927 crore, with 93% occupancy, ₹6.51 per unit distribution, and robust leasing momentum led by Bengaluru.