領展(00823.HK)首財季本港零售商戶銷售增4.4%
領展(00823.HK)在企業簡報中提到,在通關後截至6月底止首財季本港零售商戶銷售增長4.4%,較上財年的6.2%有所放緩,不過飲食業進一步復甦,首財季本港飲食商戶銷售增長達12.9%,而服飾、百貨公司、電器及家品等一般零售增長則放緩至6.7%。至於本港寫字樓方面,出租率在6月底時為97.5%,按季下跌0.8個百分點。
領展稱,內地零售仍未全面復甦,不過續租租金調整率逐漸重拾升勢。至於海外市場方面,新收購的新加坡資產已完成團隊整合兼且錄得強勁業績,當中商戶銷售已大體回復至疫情前水平,而澳洲零售物業的銷售及人流亦逐漸恢復至疫情水平,出租率為98.2%,按季上升1.3百分點。
領展又提到,高息已成為新常態,未來基金會進入輕資產業務,會策略性提高定息債務比率,由於今財年到期的40億元銀行貸款已於4月償還,估計要到2025年6月底止財年結束後才需要再融資。
上月領展商場黃大仙北館嚴重水浸,領展稱事件影響8個商戶,已迅速進行維修及翻新工作,事件已受全面的保險覆蓋,未來將進一步加強防洪措施。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.