九龙仓置业目前情况属完美风暴不看好酒店零售前景
九龙仓置业(01997.HK)今日公布上半年业绩,市场关注近期示威活动对旗下商场(包括在核心区的海港城及时代广场)零售销售的影响,以及集团会否批准警方进入旗下商场执法,主席兼常务董事吴天海表示,由本年初开始,零售需求已经疲弱,影响租户生意的并非单一因素,除了示威活动之外,中美贸易摩擦、环球经济疲弱及汇率因素亦是原因之一。副主席兼执行董事李玉芳表示,近两个月旗下商场的秩序仍能维持,指警方介入可免则免,强调顾客及工作人员的安全最为重要。
李玉芳又指,近月旗下商户生意的确表现差了,除了超市有上升迹象,其余大部分类别商户表现均有下跌迹象,但暂时未有商户要求减租。此外,旗下写字楼出租率高,虽然有租金压力,但料下半年续租租金仅有单位数跌幅;商场方面则因为每个商场类型不同,难以一概而论。
吴天海又形容目前经历的情况是「Perfect Storm,完美风暴」,外围及本地问题同时爆发,但难言风浪会否比之前大,又不敢说旗下零售表示是否会永远跑赢大市。他又表示,酒店业务跟零售息息相关,整体而言不看好酒店及零售业前景,但期望自己看错。
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