Geopolitics Alpha

Hong Kong construction costs exceed regional average by more than 60%

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Hong Kong construction costs exceed regional average by more than 60%

Asia Pacific faces significant cost pressures, with 3.8-4.7% tender price inflation forecast for 2027 as geopolitical conflict disrupts supply chains and land constraints intensify urban cost premiums

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin+14.2%

    Defense contractors get more work when conflict spending rises

  • RTX RTX-2.2%

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman+5.1%

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics-2.1%

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense-6.7%

    A fund of aerospace and defense companies

  • BA Boeing-10.5%

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris+2.0%

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT-6.43%-7.02%base+2.63%after closeafter closeafter close
RTX-0.33%-0.66%base-1.72%after closeafter closeafter close
NOC-5.86%-3.30%base-0.12%after closeafter closeafter close
GD-1.89%-1.84%base-0.37%after closeafter closeafter close
ITA+2.30%+0.79%base-0.99%after closeafter closeafter close
BA+1.35%+1.49%base+0.46%after closeafter closeafter close
LHX-2.26%-2.14%base-0.08%after closeafter closeafter close
HII-2.62%-2.41%base-1.68%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

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Hong Kong construction costs exceed regional average by more than 60% JLL

Source: JLL

This story

CompanyWhenMoveStatus
BAthat day+0.46%final price
BAthree days earlier+1.49%final price
BAfive days earlier+1.35%final price
GDthat day-0.37%final price
GDthree days earlier-1.84%final price
GDfive days earlier-1.89%final price
GLDthree days earlier+2.33%final price
GLDfive days earlier+3.51%final price
HIIthat day-1.68%final price
HIIthree days earlier-2.41%final price
HIIfive days earlier-2.62%final price
ITAthat day-0.99%final price
ITAthree days earlier+0.79%final price
ITAfive days earlier+2.30%final price
LHXthat day-0.08%final price
LHXthree days earlier-2.14%final price
LHXfive days earlier-2.26%final price
LMTthat day+2.63%final price
LMTthree days earlier-7.02%final price
LMTfive days earlier-6.43%final price
NOCthat day-0.12%final price
NOCthree days earlier-3.30%final price
NOCfive days earlier-5.86%final price
QQQthree days earlier+1.80%final price
QQQfive days earlier+0.75%final price
RTXthat day-1.72%final price
RTXthree days earlier-0.66%final price
RTXfive days earlier-0.33%final price
SPYthree days earlier+0.66%final price
SPYfive days earlier-0.09%final price
TLTthree days earlier-1.97%final price
TLTfive days earlier-2.07%final price

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This story

12 out of 100

“Hong Kong construction costs exceed regional average by more than 60%” scores 12 out of 100. The score uses 1 sources.