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九倉(00004.HK)內地房策明朗化後才再考慮買地港超豪宅市場料穩定
阿思達克 08-08 17:45

九倉(00004.HK)主席兼常務董事吳天海在業績記者會上表示,集團內地資產逾1,000億元,佔集團總營業資產約70%,對集團盈利作出約80%貢獻。近期人民幣匯率波動,他表示,對沖人民幣風險的其中一個方法是借人民幣,借人民幣的成本較高,但在內地借人民幣可以減稅,集團需要衡量各項因素。吳天海表示,外匯對沖成本不低,集團於內地的投資屬長線考慮,影響有限,但提醒短線投資者衡量風險。此外,吳天海提到內地住宅市場受「辣招」影響,限價政策對集團投資回報有影響,集團會待政策明朗化後,才重新考慮在內地買地投資。

本港超豪宅市場方面,吳天海指,由於交投稀疏,沒有好準確的指數可以預測樓價,希望不會太過波動,但直言若不急於尋找買家的話,價錢難以大跌,整體而言料會穩定發展。

而集團截至6月底止,上市股本投資市值約336億元,吳天海指該投資從年半前開始,年初加了一些,一直未有出售,強調集團不是炒股票,若遇到其他合適投資會考慮減持,但坦言過去年多資產價格仍然高企,「買唔落手」。

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