長實李澤鉅:股份回購是中長期策略 料酒店及酒館業務疫情後有改善
長實集團(01113.HK)主席李澤鉅在中期業績分析員會議表示,股份回購是集團的中長期策略,而集團是次派息增長與盈利表現相符,未來派息除回饋股東外,亦要考慮現金水平,以進行收購及股份回購等策略。
他提到,集團中期盈利增長超過30%,不過酒店及酒館等業務在上半年仍然受壓,但有關業務是具質素及有韌性的資產,在是次疫情的壓力測驗中仍有不錯表現,相信一旦疫情好轉,業務表現會改善及有穩固回報。
對於集團申請將本港部分酒店資產改劃為住宅,他稱有關改建申請只佔集團整體酒店資產約10%,集團在申請改用途的同時,亦有計劃興建新的酒店。李澤鉅指,2003年「沙士」過後旅客即重回香港,相信是次疫情後旅客亦會重臨,有信心業務表現會隨之做好。而集團亦有將部分日租酒店改作長租,長租房間表現穩定,未來數月有加租計劃。
另外,租賃業務方面,他表示民生區域物業受疫情影響不大,至於甲級寫字樓市場的租金在過去數年的高位回落後,出租率有見回升。李澤鉅指地產為集團基本業務,住宅銷售在本地買家支持下亦有好表現,集團亦一直有留意買地機會。他透露集團位於啟德的住宅項目已有最終規劃,每個單位均可有海景,相信是本港少見。
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