鹰君(00041.HK)中期税后核心纯利下降9.5%至8.21亿港元
格隆汇8月30日丨鹰君(00041.HK)发布中期业绩，截至2019年6月30日止6个月，公司实现核心业务收益32.117亿港元，同比增长2.1%；权益持有人应占除税后核心溢利8.205亿港元，同比下降9.5%；基本每股收益1.17港元；拟派中期股息每股0.33港元。
公告表示，由于相关因素影响，集团对于2019年下半年的香港业务前景并不乐观。此外，全球经济增长放缓等综合负面影响，将对全球酒店业务在2019年余下时间的表现造成下行压力。因此，集团必须保持警惕，随时准备应对于2019年余下时间业务进一步恶化的情况。
LHI方面，相关活动的滞后效应将至少影响于2019年下半年的酒店业务。事实上，全部三间酒店于2019年7月及8月的可出租客房平均收入均大幅减少。此外，除非相关活动于短期内全面停止，否则公司预期酒店客房的预约将于未来数月大幅转差。
酒店分部方面，鉴于现时宏观经济前景较往常更不明朗，这将对全球旅游需求产生负面影响。由于公司预期贸易状况将会恶化，预计下半年海外酒店EBITDA将面临更大压力。此外，于2019年下半年缺少来自波士顿朗廷酒店的收益，亦将拖低2019年下半年酒店分部的收益。
至于冠君产业信托方面，花园道三号会以保持高出租率为其租赁策略。监于现收租金和市场租金仍有相当大的距离，其续租租金将持续上扬。随着朗豪坊办公大楼逐步巩固其时尚生活总汇的定位，预料亦可受惠于续租租金上调。然而，香港零售市场前景仍然甚为未明朗。人民币汇率波动，以及社会持续动荡，已令零售业雪上加霜。就2019年7至8月初步数据所见，零售环境倒退将显着影响2019年余下时间朗豪坊商场的租金收入。
尽管中期潜在阻力加剧，但集团在过往资产价值较低时已于世界主要城市获得多个发展项目。待该等项目完成后，所产生的经常性收入将提升集团未来盈利增长。此外，集团亦将专注于已选定的现有物业重建潜力，包括进展良好的多伦多住寓潜在重建计划。再者，公司拥有稳健的资产负债表，可让公司在难以预测的将来稳健地增加投资。
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