润地(01109.HK):疫情对公司业务影响可控 复产率逾92%
华润置地(01109.HK)管理层在电话会议上表示,是次疫情来得突然,对於行业带来短期冲击,但对公司业务的影响可控。在2月初的时候,公司的高层已开始上班,以提前进行防疫工作及加强与政府的沟通。在今个月,除了位於武汉的工地外,旗下378个项目工地已恢复运作,复产率达92%以上。另外,除了武汉外,全国所有的售楼处都已重新开放。
在投资物业方面,购物中心在2月份所受到的影响最为突出,而公司有作出一些必要的管理动作,有向租户提供1.5个月的租金减免,大约涉及10亿元人民币,亦有加强购物中心的防疫管理。及至3月23日,租户的开业率已达94%。3月1日至3月23日期间,录得零售额22亿,恢复到去年同期的62%以上,客流量恢复到去年同期的50%。他们预期,6月份的表现能恢复至与去年同期持平,并在第四季录得按年增长,公司有信心全年的租金收入能维持在去年的水平,甚至略为上升。
至於写字楼业务所受到的影响不大,预期今年写字楼租金收入按年增15%;但看到酒店所受的影响最大,但在公司投资物业中的占比相对较少。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.