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九仓(00004.HK)内地房策明朗化後才再考虑买地港超豪宅市场料稳定
阿思达克 08-08 17:45

九仓(00004.HK)主席兼常务董事吴天海在业绩记者会上表示,集团内地资产逾1,000亿元,占集团总营业资产约70%,对集团盈利作出约80%贡献。近期人民币汇率波动,他表示,对冲人民币风险的其中一个方法是借人民币,借人民币的成本较高,但在内地借人民币可以减税,集团需要衡量各项因素。吴天海表示,外汇对冲成本不低,集团於内地的投资属长线考虑,影响有限,但提醒短线投资者衡量风险。此外,吴天海提到内地住宅市场受「辣招」影响,限价政策对集团投资回报有影响,集团会待政策明朗化後,才重新考虑在内地买地投资。

本港超豪宅市场方面,吴天海指,由於交投稀疏,没有好准确的指数可以预测楼价,希望不会太过波动,但直言若不急於寻找买家的话,价钱难以大跌,整体而言料会稳定发展。

而集团截至6月底止,上市股本投资市值约336亿元,吴天海指该投资从年半前开始,年初加了一些,一直未有出售,强调集团不是炒股票,若遇到其他合适投资会考虑减持,但坦言过去年多资产价格仍然高企,「买唔落手」。

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