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英皇國際(00163.HK):受社會事件影響 酒店房租及入住率跌2至3成
阿思達克 11-26 12:38

英皇國際(00163.HK)執行董事楊政龍在業績發布會上表示,公司有就最近的社會情況與旗下的租戶商談租金,並有對部分商戶作適當的租金調整措施,主要是因應店舖的受影響程度及營業時間作考慮。他指出,現時旗下商舖的出租率仍高,空置率維持在低水平。

另外,酒店業亦有受到社會事件影響,不論是房租還是入住率都有20至30%的跌幅。他指出,由於旗下酒店的定位一向不如五星級酒店高,因此在旅遊業市道欠佳時,抗跌能力會較高,價錢的調整幅度相對不大。

集團目前手頭上的物業發展銷售以豪宅定位為主。執行董事張炳強指,豪宅物業在香港供應少,因此一向在市場上受到追棒。他認為香港的長線優勢仍在,對本地的住宅物業市場仍然樂觀。由於供應不足,樓市的需求一直都很大,亦不相信未來私人市場的住宅數量會大幅上升,看到最近只要有合適的機會及措施,市場的吸納能力仍很大。

他預期今年整體樓價平穩,年初的升幅會大致被下半年的表現抵銷。對明年的看法審慎樂觀,相信要及至明年第二季中後期才能有更清晰的看法,但有鑑於今年積聚的購買力未釋放,所以會較看好明年的中小型住宅。

他提到,公司仍積極增加在香港的土地儲備,最近少參與政府地買賣是因為有見集團的優勢不在於單一購入一幅100億元的地皮作大規模發展,反而多在私人市場收購重建舊樓物業,強調仍對香港物業市場感興趣。

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