領展(00823.HK):不會因現時環境減少留意收購機會 冀派息可持續增長
領展(00823.HK)行政總裁王國龍在網上發布會上表示,目前資產提升計劃的回報較公司原來預期略低,因為招商情況受到目前香港零售環境不太理想影響,但整體而言有正面回報。至於在基金單位回購方面,他指出若市場情況有需要會考慮,但沒有指定目標。
他又指,未來的收購沒有指明的國家或城市,主要是視乎回報是否正面,透露公司最近有多看一些地方,會考慮當地法律、稅務及流通量是否理想。另外,目前較難到外地,因此在內地及香港市場都有留意項目。他強調公司不會因為現時環境而減少留意收購機會。
領展中期每基金單位分派增長0.1%至141.65仙。他提到希望派息可以持續增長,管理層及董事局都有花心思去研究如何實行,包括重組物業組合、做好現有物業等。
公司早前曾宣布建議修訂目前投資政策下的許可投資範圍,把投資範圍擴大至全部房地產類別。他解釋,這是因為希望能增加靈活性,令公司未來能投資綜合體項目,但目前仍未有相關項目在手上。另外,目前亦沒有計劃減少員工數字。
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