吳天海:年內零售業回覆至疫前水平機會不大
九龍倉置業(01997.HK)主席兼常務董事吳天海表示,去年香港經濟受疫情影響,各行業經營困難,加上全球利率上漲,令港元受壓,故集團去年下半年利息開支較上半年增加不少。他指,目前難測利率何時見頂,但相信集團仍有能力應付。
他指出,去年派息持平,這意味着公司在過去兩年基礎核心盈利維持不變,而較高利息開支亦被其他方面抵銷。他形容2023年是新一年,可見到不同利好因素,包括邊境開關、訪港旅客以及酒店預訂量增加等。
他相信,今年零售業全面回覆至疫前水平機會不大,即使目前市場較活躍,但需時觀察消費者購物習慣是否與疫情之前相若。
至於寫字樓方面,他指部分租戶曾擔憂受疫情影響,令辦公室文化改變,但自本港復常後,不少人已回到辦公室工作,而非在家工作,並認爲寫字樓目前屬供應過剩,需時調整。
他認爲,現時受不同因素影響人手不足問題,包括工作日數縮短至五天、疫情期間部分人手流失、以及部分人士永久性離港等,相信短時間內未能解決。他又指輸入外來勞工或是另一解決方法,但認爲需要在不影響本地勞工利益爲大前提下執行。
對於近期多塊地皮流標,他表示,公司向來投地表現不太活躍,加上對地皮要求嚴格,只有較大型的纔會考慮,他相信房地產是有周期,料需時恢復。
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