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恆隆:增中期派息是正面訊號 內地商場高檔零售勢頭持續
恆隆地產(00101.HK)及恆隆集團(00010.HK)主席陳啟宗在中期業績記者會上表示,集團今年中期派息增加是正面及有信心訊號,至於全年派息會否增加要視乎情況,於年底決定。行政總裁盧韋柏補充指,集團派息政策一如以往,是次派息是因應生意勢頭及中期業績表現而增加。

盧韋柏提到,集團內地商場的奢侈品零售勢頭持續,上半年高檔商場大多錄雙位數收入增長,期望下半年可同樣維持於高水平。不過,因去年同期內地經濟已回復正常,下半年增長率可能會較上半年低,但料整體銷售數字仍會維持高位。

香港方面,他指由於提供的租金優惠需要攤分,上半年本港收入下跌是預期之中,認為今年上半年總收入較去年下半年僅跌3%,跌幅已經收窄,逐漸進入平穩階段。他希望下半年可錄得增長,但仍要視乎疫情及經濟表現,冀政府派發消費券有推動作用。

另外,陳啟宗提到,內地近期對房地產的調控是針對住宅市場而非商業房地產,因此對集團近乎零影響。他坦言內地房地產發展商開始涉足不同業務,顯示本業賺錢不再容易,相信行業已超臨界點,不再像過往二三十年處不規範年代。

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