李澤鉅:利率上升對長實(01113.HK)影響非常小 是否再回購視乎市況
長實集團(01113.HK)主席李澤鉅在中期業績分析員會議上表示,目前的利率上升對集團影響非常小,因集團淨現金達139億元,基本上沒有負債。他認為本港對住宅需求非常大,但政府期望增加供應,同時利率處上升周期,預料最優惠行率即將上升的情況下,置業應量力而為。
長實早前確認已入標灣仔告士打道38號中國恆大中心項目,他指不會評論個別項目,但稱集團在收購項目方面一直都積極主動,惟非志在必得,相信現時集團有很多資源進行不同類型的潛在交易。
對於未來會否再作股份回購,李澤鉅稱回購是資本管理的策略之一,有助提升股份價值,是否再回購需視乎市場狀況而定。至於中期派息增長較盈利增幅少,他稱集團可說是沒有負債,且多年採保守策略,未有估值向下重評壓力,可把握有關機會提高每股價值,而現時或處適合時間及位置。
寫字樓業務方面,他認為本港核心區域寫字樓租金一旦稍有下降,企業便會搬回中心區,而正在興建的金鐘夏愨道長江集團中心二期料將於明年底落成,對寫字樓市場前景審慎樂觀。至於英國酒館業務表現亦已有大幅改善,接近疫情前水平,相信是次疫情壓力測試證明業務非常有韌性。(ek/a)
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