《盈警響號》領展(00823.HK)料截至3月底止年度錄虧損 可分派收入維持穩定
領展(00823.HK)公布,董事會預計截至今年3月31日止年度之財務業績將因以下各項因素受到不利影響並錄得虧損淨額,第一是物業估值預期下跌;第二是設立支援商戶的同舟計劃及多方面措施。董事會亦預期截至2020年3月31日止年度之可分派收入仍將維持穩定。
公司指,由於2019冠狀病毒病導致未來經營表現存在不確定性,加上香港及中國內地經濟及經營環境表現疲軟,預計領展的投資物業於2020年3月31日之估值將較於2019年9月30日之估值下跌。根據領展主要估值師高力國際物業顧問(香港)有限公司之初步評估,預計投資物業於2020年3月31日之估值為1,932.24億元(較於2019年9月30日之估值2,204.34億元下跌12.3%)。由於領展之投資物業乃作為賺取穩定及經常收入持有的長期投資,且估值虧損乃非現金性質,故此將對領展之經營現金流量及每基金單位分派並無影響。
領展已為香港的商戶設立3億元的同舟計劃,以紓緩2019冠狀病毒病大流行對彼等造成的經營壓力。根據具體情況並優先考慮受影響最大的行業,同舟計劃會向個別商戶提供針對性的紓困措施(包括租金寬免)。
2019冠狀病毒病的全球性爆發增加了領展未來經營表現的不確定性,目前難以預測。領展資產組合的續租租金下調及租用率下跌將為未來財政年度的財務業績帶來負面影響,其對領展影響重大惟目前無法量化。領展目前正專注於可能的營運成本控制方案,並將繼續監察及保障領展仍維持穩健的財務及流動資金狀況。
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