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恒隆地产(00101.HK):内地市场已回复正常 香港经营环境仍有压力
阿思达克 07-30 16:15
恒隆地产(00101.HK)行政总裁卢韦柏在网上会议表示,对於内地租户的支援在6月中已完结,因为当地市场已回复正常,但香港的环境仍面临压力,预料未来零售销售表现继续受压。在依赖游客地区开设的商场情况较令人担心,例如在旺角及铜锣湾。值得庆幸的是,旗下有数个香港商场是民生商场,这些商场表现相对较好。希望能透过不同商场的定位来减低对收入的影响。

至於租金宽免计划会按照每个客人的销售额而定,不会一刀切地作出。他提到,会每个月甚至每星期就支援措施作出审视,虽然在7月15日之前的情况比6月份更好,但由於月中爆发第三波疫情,加上政府推出新措施後,情况变得不乐观,7月份仍会继续支援香港租户。他透露,最差的时间仍未过,认为大家需要继续捱,虽然现时出租率仍高企,但出租率若在未来稍有改动,对集团收入会带来影响。

首席财务总监何孝昌表示,过去多年公司都有留意市场并适时出售非核心物业,但强调公司财务稳健,因此没有必要将非核心物业贱价出售,若有合理价钱才会考虑。另外,由於公司内地物业发展继续,仍要支付建筑费,因此负债比率会继续缓慢上升,而派息则要视乎公司的租赁盈利而定。

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