《大行報告》花旗:長實集團(01113.HK)今年香港及內地整體合約銷售或介乎100億至150億元 低於正常水平
花旗發表報告指,長實集團(01113.HK)參加了該行舉辦的亞太房地產會議,受疫情爆發及可售資源減少影響,預期集團今年中港整體合同銷售額或介乎100億至150億元,低於正常年份的200億至300億元。
該行表示,整體中環甲級寫字樓需求仍然疲弱,空置率居高不下且租金徘徊在低位,長實有見部分租戶尋找面積承租,但同時要求削減租金,長江中心每月呎租約處100元至110元水平。而集團今年酒店業務的經營表現或好於去年,雖然首季受到第五波疫情影響。另一方面,出售飛機租賃業務和英國倫敦甲級商廈「5 Broadgate」後,集團5月開始股份回購,在資本管理方面更為積極。
花旗維持對長實集團股份「中性」評級,目標價50.5元。
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