11 Feb 2026

Vietnam's authorities have awarded the first phase of a major wind power project to Vingroup's newly created subsidiary, VinEnergo, leaving German renewable firm PNE, backed by Morgan Stanley, out of the bid. PNE had planned a USD 4.6 billion investment and had been involved since 2019, conducting studies and wind tests, but faced unexpected financial guarantee demands. Vietnam aims to achieve 6,000 MW of offshore wind capacity by 2030-2035. The decision reflects a broader policy shift favoring domestic companies, while several Western wind firms have exited the country amid regulatory and pricing uncertainties.Read more

11 Feb 2026

China Evergrande Group's liquidators are evaluating revised offers from selected bidders for their 51.016% controlling stake in Evergrande Property Services, valued at over HKD 12.32 billion (around USD 1.58 billion). The unit had earlier disclosed indicative bids last year, and liquidators confirmed that no new non-binding proposals will be considered. While the timing and details for the next phase of the sale remain undecided, this review forms a critical part of broader creditor recovery efforts, with the parent group facing claims totaling roughly USD 45 billion.Read more

11 Feb 2026

Yuexiu Real Estate Investment Trust has proposed issuing USD 300 million of 6.50 percent guaranteed green notes due in 2029, along with CNY 690 million of 3.50 percent green notes of the same maturity. The issuance will be undertaken under its USD 1.5 billion guaranteed medium-term note programme. Proceeds from the USD tranche will mainly be used to refinance existing debt. The move reflects the trust's continued use of green financing to manage liabilities and strengthen its funding profile.Read more

11 Feb 2026

Hong Kong has formally condemned Panama's Supreme Court decision that annulled CK Hutchison's long-term concession to operate the Balboa and Crist bal container terminals at the Panama Canal. Officials highlighted the substantial investments and employment created by the company, warning that the ruling could harm Panama's business environment and investor confidence. CK Hutchison has initiated international arbitration against the decision. Panama's president defended the judiciary's independence, emphasizing national sovereignty, while China expressed concern over the potential economic and diplomatic fallout from the ruling.Read more

11 Feb 2026

News Corp reported second-quarter revenue that exceeded Wall Street estimates, supported by growth in its Dow Jones, digital real estate, and book publishing units. The Dow Jones segment saw revenue rise 8% to USD 648 million, with Wall Street Journal subscriptions reaching nearly 4.7 million, while digital real estate services and HarperCollins recorded revenue increases of 8% and 6% respectively. CEO Robert Thomson noted significant enterprise client expansion for Dow Jones. The company also extended its media presence to the West Coast with the launch of the California Post, reflecting a strategic focus on digital, subscription-driven growth.Read more

10 Feb 2026

Camden Property has projected full-year core funds from operations below analyst expectations due to declining new lease rates and modest revenue growth. The Texas-based REIT manages over 59,210 apartment homes nationwide. Fourth-quarter effective lease rates fell 5.3%, compared with a 4.7% drop a year earlier. The company expects 2026 core FFO between USD 6.60 and USD 6.90 per share, slightly below forecasts, and first-quarter FFO also under estimates. Despite these challenges, quarterly revenue rose 1.2%, and profit per share jumped to USD 1.44, showing some resilience.Read more

10 Feb 2026

Veris Residential is being urged by Erez Asset Management, which owns nearly 5% of the company, to explore a sale that could offer shareholders a premium of up to 70%. The investor highlighted the success of its CIO in selling a previous REIT and encouraged a formal review of strategic alternatives with public disclosure. Despite Veris efforts in asset sales, debt reduction, and operational improvements, its shares remain below net asset value. Analysts note market conditions and interest rate reductions may support accelerated real estate transactions.Read more

10 Feb 2026

Saudi Arabia's sovereign wealth fund, the Public Investment Fund (PIF), is expected to unveil its new 2026-2030 strategy later this week, according to sources familiar with the matter. The revised five-year roadmap for the USD 925 billion fund is understood to place stronger emphasis on industrial development, minerals, artificial intelligence and tourism, while scaling back or restructuring some high-cost real estate mega projects. Sources said the strategy was soft-launched with key investors and partners on the sidelines of a Riyadh conference earlier this week. The new approach is also expected to prioritise attracting capital from major global asset managers, reflecting growing fiscal pressures amid lower oil prices. The recalibration marks a notable shift within Saudi Arabia's Vision 2030 programme, under which several mega projects are currently under review.Read more

10 Feb 2026

Digital Realty Trust expects its annual FFO to surpass market estimates, driven by heightened demand for AI-related data center services. The Texas-based REIT serves a diverse clientele across technology, cloud, social networking, communications, and manufacturing sectors. It forecasts adjusted FFO between USD 7.90 and USD 8 per share, higher than the consensus of USD 7.45. In the last quarter of 2025, revenue reached USD 1.63 billion, with adjusted FFO of USD 1.86 per share, beating expectations. Analysts highlight that rising AI infrastructure needs are supporting the company's strong performance and future growth prospects.Read more

10 Feb 2026

Regency Centers anticipates its 2026 funds from operations to exceed analyst expectations, citing rising rents and steady leasing demand at its grocery-focused shopping centers. Its portfolio of 379 premium properties, concentrated in high-income neighborhoods, attracts top retailers like Kroger, Whole Foods, TJX, Kohl's, Albertsons, and Target. The company reported quarterly FFO of USD 1.17 per share, meeting estimates, and projects annual FFO between USD 4.83 and USD 4.87 per share. Peer Simon Property has also forecast higher FFO for the year, highlighting ongoing strength in rental income and occupancy in premium retail properties despite macroeconomic uncertainties.Read more