ESR Group Ltd

01821: XHKG (HKG)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	HK$22.00	Ykbbb	Rljjxrzsb

ESR Group’s FVE Down to HKD 24.50 per Share as 2022 Earnings Hit by Foreign Currency Headwinds

Xinfu Lee

Mar 23, 2023

Business Strategy and Outlook

ESR Group, or ESR, is one of the leading logistics real estate investment and asset managers in the Asia-Pacific, with total assets under management, or AUM, of USD 145 billion. At the core of ESR’s business model is its highly scalable, fully integrated real estate investment platform that begins from sourcing land for development to design, to the construction and then the leasing up of the property. Once the property is leased up and stabilized, the group will look to realize development profits by divesting the asset and recycling capital into future projects.

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