陳啓宗:全球處混亂狀態 此熊非彼熊需小心爲上
恆隆集團(00010.HK)及恆隆地產(00101.HK)董事長陳啓宗在中期業績記者會上表示,過往曾稱會擁抱熊市,惟目前此熊非彼熊,由於全球都處混亂狀態,因此現時需小心爲上。
他坦言,若市場上有非常好的項目是可以考慮,但一般的方向是要小心行事,香港及內地市場均是如此,主因現今市場受疫情影響,未來會否再封城是未知之數,加上中美角力及烏俄戰事,將對世界資本流向造成極大影響。
對於內房近期發生爛尾樓斷供潮,陳啓宗認爲內房問題是過去二三十年積累而成,情況多少令人憂慮,因可能會演變成社會事件。不過他相信內地政府會小心處理,估計不至於會成爲嚴重問題。
行政總裁盧韋柏補充指,如內地市場有優質項目,集團一定會審視,但目前所見市場待售項目質素並非很好,亦與集團主打的商業房地產有很大差異。
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