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太古地產(01972.HK):內地及香港零售銷售已接近疫情前水平
太古地產(01972.HK)行政總裁彭國邦在全年業績記者會上表示,內地零售物業的銷售自去年12月底開始穩健復甦,今年1月開始表現繼續提升,現時已接近疫情前水平。至於旗下香港商場的銷售自去年下半年開始反彈,今年農曆新年的表現強勁,年初至今銷售可說是令人鼓舞,同樣已接近疫情前水平。 寫字樓業務方面,他稱受空置率上升、新供應增加及環球經濟不明朗等因素影響,香港寫字樓需求於短期及中期料仍然疲弱,但公司對市場長期前景看法正面,相信旗下太古坊可受惠「去中環化」等。 另外,太古公司(00019.HK)及太古地產主席白德利提到,集團進行投資時會考慮負面風險,認為現時內地市場的下行風險非常有限,相信隨著消費反彈,及本地與國際旅遊恢復,今年市場會向好。 太古公司財務董事馬天偉則指,公司的淨負債仍處低水平,借貸成本維持在約3.2%,認為公司的資產負債表健康,財務上有強大定位,未來會繼續投資合適的機會,以進一步強化資產負債表。
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