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遠東發展(00035.HK)香港投資謹慎海外投資回報更好
阿思達克 06-21 12:52

遠東發展(00035.HK)董事總經理孔祥達出席業績發布會時表示,不會減少在香港市場的投資,因為香港土地少,故珍惜在港的資產,對香港酒店業看法仍樂觀看法。他強調雖然公司業務已分散至不同地方,但香港仍是集團大本營及總部。至於會否進一步投資香港,他回應指會謹慎考慮,雖然土地短缺情況下房地產仍「有得做」,但就認為海外投資回報更加好,所以有很多資源都投放在海外項目上。

而針對早前啟德商業/酒店地遭高銀金融(00530.HK)撻訂,他認為事件對市場氣氛的影響多於實質,而公司在投資的時候會視乎項目長期的資產增長潛力,回報率要達雙位數才考慮,但從香港近期競投的土地來看回報率僅單位數,故寧願投資回報率達雙位數的地方。針對公司派息比率有所下降,孔氏解釋公司除了派息外亦計劃回購不多於2億元股份。

公司在英國亦有投資,孔祥達表示由於脫歐已醞釀一段時間故並不擔心,而英鎊下跌亦有利旗下倫敦酒店業務。在物業開發方面公司會在市場處於低位時多購地,故近兩年在英國亦買了不少地皮,購地時會視乎人口增長等基本因素,加上倫敦、曼徹斯特亦有大學,吸引部分亞洲父母為子女在當地置業,認為屬新的商機。

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