九龍倉置業目前情況屬完美風暴不看好酒店零售前景
九龍倉置業(01997.HK)今日公布上半年業績,市場關注近期示威活動對旗下商場(包括在核心區的海港城及時代廣場)零售銷售的影響,以及集團會否批准警方進入旗下商場執法,主席兼常務董事吳天海表示,由本年初開始,零售需求已經疲弱,影響租戶生意的並非單一因素,除了示威活動之外,中美貿易摩擦、環球經濟疲弱及匯率因素亦是原因之一。副主席兼執行董事李玉芳表示,近兩個月旗下商場的秩序仍能維持,指警方介入可免則免,強調顧客及工作人員的安全最為重要。
李玉芳又指,近月旗下商戶生意的確表現差了,除了超市有上升跡象,其餘大部分類別商戶表現均有下跌跡象,但暫時未有商戶要求減租。此外,旗下寫字樓出租率高,雖然有租金壓力,但料下半年續租租金僅有單位數跌幅;商場方面則因為每個商場類型不同,難以一概而論。
吳天海又形容目前經歷的情況是「Perfect Storm,完美風暴」,外圍及本地問題同時爆發,但難言風浪會否比之前大,又不敢說旗下零售表示是否會永遠跑贏大市。他又表示,酒店業務跟零售息息相關,整體而言不看好酒店及零售業前景,但期望自己看錯。
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