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領展(00823.HK)王國龍:回購較酌情分派更具長期作用 另冀港府盡快恢復通關
阿思達克 07-12 09:57
《信報》報道,對於領展(00823.HK)在2021/22年度末期分派中不再提供酌情分派,集團行政總裁王國龍解釋,領展在過去兩個財政年度已動用約220億元展開收購,派息可因此增加,而且2022年度的股息已有不錯增長(撇除酌情分派後全年多派8.2%),故不想再酌情分派。 他補充,往後若要把資金回饋基金單位持有人,與其一筆過發放酌情分派,進行回購會有更長期的作用,「denominator個底數會縮細」(即分派總額除以縮細了的基金單位數目,可令平均每基金單位分派增加)。至於回購力度會否加大,則要根據單位價格的折讓幅度適時作出考慮,回購的資金可透過融資或出售物業獲取。 此外,他提及領展為減輕單一市場風險,遂尋求在其他地方投資;最初進軍內地乃因看好文化及消費模式相似,但在內地物色收購而非買地發展,選擇有限,因此亦須進軍更遠的市場。惟強調目前並無刻意減少所持本港物業數量,只是當海外的投資項目愈來愈多,自然會攤薄香港物業比例。 他期望,港府盡快恢復通關便利出入境,建議先縮短入境檢疫時間以吸引海外人士來港,相信可收立竿見影之效,認為情況跟放寬社交距離措施後零售市道反彈相似。
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