九倉(00004.HK):暫無計劃再投資其他內房企業 本港樓市辣招值得檢討
九龍倉集團(00004.HK)因應內地房地產市場最新市況,由於賬面值高於市場的未售存貨「按市價計值」,於上半年業績作出相關減值撥備19.95億元。主席吳天海在業績視像會議上表示,未來會否再作存貨減值要視乎市場情況而定,若市況極度轉差,可能需要再作撥備,反之如市況企穩向好便沒有需要。
他指,目前內地房地產市場開始有個別城市趨向穩定,但仍欠缺廣泛性及深度,集團亦不急於投資,會看清楚市況才決定是否加快賣樓步伐。而九倉不時有收到內房相關的投資邀請等,但集團投資條件高,一直未尋找到良好對象,在目前市況下會選擇性投資。除已投資多年、目前持股約22%的綠城(03900.HK)外,暫時沒有計劃再投資其他內房企業。
香港市場方面,吳天海認為除了疫情外,影響樓市的因素亦包括供應稍為增加、利率上升及市民購買力能否維持等。對於近日行會召集人葉劉淑儀提出港府應考慮免除內地買家雙倍印花稅,他稱本港樓市辣招已存在十年八載,現時是否仍適合時宜及是否需要特別針對一類人士,是可以作出討論及值得檢討。
被問及有否考慮收購內房在香港的項目例如恆大中心,他指只要是良好及優質的項目都會考慮,集團姊妹公司會德豐以往亦有收購內房在啟德的住宅項目。
另外,他提到今年上半年內地及香港經濟都受疫情籠罩,大部分行業表現不佳,由於疫情反覆,預期下半年內地情況仍然不穩定。而地緣政治如台海出現軍事衝突,都可能對內地及香港經濟造成大打擊,因此內地即將召開的「二十大」會議,對日後的防疫方向及台灣政策會相當重要。
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