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陳啟宗:疫情未來一兩年仍嚴重威脅世界 滿街鮮血恆隆才會入市
阿思達克 03-25 09:27
恆隆地產(00101.HK)主席陳啟宗在2020年年報發表致股東函,指由於世界各地幾乎都在高速城市化但卻規劃不佳,疫症大流行出現的頻率縮短到每一至兩年一次。即使新的疫苗面世,人人繼續保持社交距離,這病毒有可能至少在未來一、兩年仍會對世界構成嚴重威脅。短期內,失業率會持續高企,貧富懸殊會加劇。

他又指,去年9月,集團投得壽臣山地塊,這幅地塊位於香港島南區一個眾所渴求的住宅地段,是集團20年來首次在本地公開招標中報捷。集團的原則很簡單,香港眾多物業種類中,唯一感興趣的只有真正的豪宅。因這類物業供應有限,而市場上永遠有需求。再者,邊際利潤率可以甚高,如果集團時機和成品都把握得好,這類項目的溢利可以很豐厚。

陳啟宗提到,集團投標壽臣山地塊還有另一個原因,是因為最近的社會問題和疫情,市場氣氛相當低迷。過往30年的往績證明,集團是趁低拾寶的能手。就像他本人一直告訴投資者,只有當滿街鮮血時,恆隆才會入市。不出所料,集團投標並中標。

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