長實(01113.HK)李澤鉅:正留意收購機遇 樓市有剛性需求近期大單位銷售不錯
長實集團(01113.HK)中期派息減至34港仙,主席李澤鉅出席分析員會議時指出,不能為派息政策作預測,但強調正在看收購機遇,期望為股東帶來更好增長。在收購目標方面他表示公司主要考慮利潤及質素,期望可為股東帶來可持續收入,中期來說目標是維持健康的派息政策,強調對中國內地及香港都有信心,而最近收購的安達臣道地皮利潤是近兩至三年來最健康。被問及公司何時會重啟回購他則無正面回應。
在香港的酒店業務方面,他指出公司與其他營運商有點不同,除日租外亦有月租的分部,受惠長租的收入穩定,令酒店業務表現稍勝同業,即使是提供日租的酒店,只要政府讓餐廳營運,在現金流層面就可做到收支平衡。
被問及多國取消與港引渡協議及美國取消香港特別待遇等,李澤鉅指不評論政治,而談及樓市展望他則指,地產市場有剛性需求,雖然去年下半年大單位銷售較慢,但最近社會趨穩,大單位銷售不錯,而旗下Sea to Sky的三、四房單位銷售均較好。
至於早前企業業務發展部總經理馬勵志獲委任為高銀金融(00530.HK)副主席,李澤鉅指期望尋找到協同效應,但不會代高銀回答問題,強調工作仍在進行中,如有消息會再作公布。
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.