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九置(01997.HK):次季起已積極減債 冀抵銷部分高息影響
阿思達克 08-07 17:34
九龍倉置業(01997.HK)今日(7日)中午公布2023年中期業績,加息週期下集團的實際借貸年利率由1.4%上升至4.7%。九龍倉集團主席兼常務董事吳天海於網上會議中表示,公司過往已透過浮息借貸節省很多利息,由於目前環境較為高息,公司已自第二季起積極減債,而該效應並未在上半年反映,但期望可在下半年抵銷部分高利率的影響。 吳天海指,不能預計本港零售復甦的時間表,因為消費受多個因素影響,包括整體經濟環境、消費意欲、地緣政治等。他又提到,由於美元強勢,港元相對其他貨幣亦會較強,留意到上半年日本訪港旅客的復甦速度較弱,相信與日圓弱勢或有一定關係。 對於寫字樓市場,他認為供過於求是一個全港性的現象,並會在未來兩至三年持續,集團會盡量提升旗下寫字樓物業的競爭力,包括進行翻新及提出靈活的租務條款,期望可增加物業出租率及令集團的市場份額佔比高於行業。 集團酒店業務方面,他表示,整個行業都面對人手短缺問題,並相信到下半年情況仍未能解決,因為疫情時酒店業受到較大衝擊,令很多員工轉行,其後行業亦需要時間吸引新人入行。
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