李澤鉅:地皮及樓價再大跌機會不大 長實續留意優質地皮
長實集團(01113.HK)主席李澤鉅表示,集團酒店及服務套房業務收入升27.2%,收益升1.02倍,認為目前正處於復甦階段,但仍低於疫情之前的水平。他提到,旗下酒店的入住率維持90%以上,期望業務表現可保持增長,對未來前景樂觀。
他指,旗下油塘「親海(馬尺)II」開價回到七年前水平,相信會提高項目成交,又認為這是一個具吸引力的售價。如果市民計劃買樓自住,而且有足夠能力購買,現時與三年前相比,更是一個入市時機,因為現時住宅以至地皮的價格再大跌機會不大,為買家帶來更明確的方向。另外,他提到,房地產市場在本港整體經濟中佔比大,因此市民對樓市的情緒會影響到本港的消費及整體支出。
他提到,當市場認為經濟向好和利率偏低時,樓價和地價會傾向上升,但現時經濟仍需要復甦,借貸成本亦較高,意味著價格將近見底,集團未來亦會繼續選擇值得買入的地皮。
對於中半山波老道豪宅項目交易告吹,他形容是「不幸的結局」,認為未能完成交易是反映出買家的財務狀況,而非樓市因素,而項目鄰近中環及擁有維港海景,在本港市場中較為罕有,因此繼續看好該項目的前景。
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