恆地(00012.HK):息口回落有利樓市 會加快推盤
恆地(00012.HK)主席兼董事總經理李家誠表示,近日港元拆息回落對樓市有利,有助增加交投量。他又指,即使未完全確定利率走向,相信息口仍有向下空間,對樓市整體態度樂觀。他透露集團下半年將加快推盤。
零售市道方面,他對前景感到樂觀,指旗下核心地區商場在五一假期及母親節期間,人流較疫情前增長15%,生意額亦升10%。至於民生地區的商場,生意亦稍微增加。對於港元匯率強勢帶來的零售業壓力,李家誠坦言,銷售額下跌與消費者信心、環球經濟形勢息息相關,但對下半年走勢保持樂觀,認為「若關稅戰有少少緩和,零售有望提升得返」。
寫字樓方面,他提到市場傾向具科技創新及可持續發展元素的商廈,例如香港國際金融中心(IFC)出租率逾90%,形容租金「硬淨」;The Henderson出租率亦逾80%。
談及關稅戰,集團另一名主席兼董事總經理李家傑表示,美國內部通脹壓力大,形容當前貿易談判空間較半年前有所增加。內房方面,李家傑表示,內地居民存款佔比多,在貿易戰的情況下,即使有需要,亦未必願意現時入市;他認為關鍵在於貿易戰發展以及內地當局的政策力度。
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