希慎兴业(00014.HK):上半年减租幅度与去年下半年相若 时常留意收购机会
希慎兴业(00014.HK)主席利蕴莲在网上会议上表示,公司与租户有密切的关系,亦十分明白他们的生意,因此有对零售租户作减租及市场推广上的支援。首席财务总监贺树人补充,今年上半年的减租幅度与去年下半年相若。
首席营运总监吕干威认为,现时旅客未能来港的影响是短期,在此期间有努力提升本地消费,推出的「Power Up」计划有针对性的效果。被问及会否改变零售租户组合迎合本地市场时,他指零售是一个灵活的行业,会不断调整整体租户组合,令本地消费者及旅客都觉得旗下组合具吸引力。他坦言,每个租户对市场的看法不同,有些租户在逆市的环境下会收缩业务,但想在此时间尝试发展的租户为数不少,公司对於租户所开出的条件及选择都会因应新的情况有调整。
利蕴莲相信,下半年本港零售压力持续,最重要是能否控制疫情。她留意到5至6月份疫情纾缓时市场反弹力度强,因此预期下半年会有机会出现反弹的情况。
公司宣布派发中期息27仙。利蕴莲指,最新公布的派息与去年度持平,而下一期的派息则不会作预测,要视乎情况。另外,公司时常留意不同的收购机会,除了香港之外,在国内及海外只要有好机会都会留意。
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