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远东发展(00035.HK)香港投资谨慎海外投资回报更好
阿思达克 06-21 12:52

远东发展(00035.HK)董事总经理孔祥达出席业绩发布会时表示,不会减少在香港市场的投资,因为香港土地少,故珍惜在港的资产,对香港酒店业看法仍乐观看法。他强调虽然公司业务已分散至不同地方,但香港仍是集团大本营及总部。至於会否进一步投资香港,他回应指会谨慎考虑,虽然土地短缺情况下房地产仍「有得做」,但就认为海外投资回报更加好,所以有很多资源都投放在海外项目上。

而针对早前启德商业/酒店地遭高银金融(00530.HK)挞订,他认为事件对市场气氛的影响多於实质,而公司在投资的时候会视乎项目长期的资产增长潜力,回报率要达双位数才考虑,但从香港近期竞投的土地来看回报率仅单位数,故宁愿投资回报率达双位数的地方。针对公司派息比率有所下降,孔氏解释公司除了派息外亦计划回购不多於2亿元股份。

公司在英国亦有投资,孔祥达表示由於脱欧已酝酿一段时间故并不担心,而英镑下跌亦有利旗下伦敦酒店业务。在物业开发方面公司会在市场处於低位时多购地,故近两年在英国亦买了不少地皮,购地时会视乎人口增长等基本因素,加上伦敦、曼彻斯特亦有大学,吸引部分亚洲父母为子女在当地置业,认为属新的商机。

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