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恆隆:上半年內地業務表現強韌 近月表現顯着反彈
恆隆集團(00010.HK)及恆隆地產(00101.HK)行政總裁盧韋柏表示,內地業務在上半年受疫情影響,八個業務所在城市中,有四個有不同程度的防控措施。在此情況下,上半年集團內地業務仍有強韌表現,相信最壞時間已過。 他指,隨着內地近期放鬆疫情防控,業務表現有明顯反彈,其中在人流仍下跌兩至三成的情況下,旗下上海商場6月及7月的銷售已回覆至今波疫情前約九成水平。雖然未來仍有較多變數,但期望下半年會有更清晰的復甦趨勢。 香港市場方面,盧韋柏提到港島東及九龍區基礎收入有回升勢頭,但受供應增加影響,港島寫字樓市場可能面對較大壓力。至於民生區商場業務所受影響不大,銅鑼灣等遊客區則可能仍需時間恢復,會藉新一期消費券的發放加強推廣。 對於香港何時跟隨美國加息,他認爲目前短息HIBOR已見上升,最優惠利率何時上調要視乎銀行資金情況等。而過去十年的五次加息週期中,本港有三次樓價上升,相信市民置業除利率因素外,亦受信心問題影響。由於息率仍在2釐多的低水平,預期是次加息週期對用家及高檔市場影響不大。
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