陈启宗:疫情未来一两年仍严重威胁世界 满街鲜血恒隆才会入市
恒隆地产(00101.HK)主席陈启宗在2020年年报发表致股东函,指由於世界各地几乎都在高速城市化但却规划不佳,疫症大流行出现的频率缩短到每一至两年一次。即使新的疫苗面世,人人继续保持社交距离,这病毒有可能至少在未来一、两年仍会对世界构成严重威胁。短期内,失业率会持续高企,贫富悬殊会加剧。
他又指,去年9月,集团投得寿臣山地块,这幅地块位於香港岛南区一个众所渴求的住宅地段,是集团20年来首次在本地公开招标中报捷。集团的原则很简单,香港众多物业种类中,唯一感兴趣的只有真正的豪宅。因这类物业供应有限,而市场上永远有需求。再者,边际利润率可以甚高,如果集团时机和成品都把握得好,这类项目的溢利可以很丰厚。
陈启宗提到,集团投标寿臣山地块还有另一个原因,是因为最近的社会问题和疫情,市场气氛相当低迷。过往30年的往绩证明,集团是趁低拾宝的能手。就像他本人一直告诉投资者,只有当满街鲜血时,恒隆才会入市。不出所料,集团投标并中标。
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