You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
恆隆地產(00101.HK)料淨負債比率慢慢回落 最壞時候已過
阿思達克 07-31 09:15
恆隆地產(00101.HK)行政總裁盧韋柏表示旗下商場租戶銷售在今年首季跌7%,第二季已接近持平,上半年整體只跌4%;不排除第三季會有增幅,料下半年或微升,因港股與A股轉趨暢旺,樓市難言已止跌但亦算穩定,令消費信心增加。董事長陳文博補充,商場業務追求出租率愈高愈好,因吸引人流才能提高租金,旗下內地辦公樓較同業高檔,有議價能力,對租金的要求較高。 至於內地辦公樓業務,盧韋柏坦言不太樂觀,因宏觀經濟未有太大改變,除非內地經濟大舉反彈及國際爭拗平息,故預期辦公樓持續「L形」走勢,而非「V形」反彈,期望可保持高出租率。 住宅方面,上半年物業銷售營業虧損由1,100萬元擴大至5,700萬元,其中香港佔3,100萬元,盧韋柏指,九龍灣項目「皓日」19個單位屬低層,售價會較低,有虧損正常,相信若股市暢旺、尤其IPO體量與貴價樓走勢成正比,對下半年審慎樂觀,雖然低價樓的反彈幅度相對不大,但估計高價樓可以加價,讓樓價走勢逐漸回穩。 截至6月底,淨債項股權比率33.5%,較去年底升0.1個百分點,公司指多個項目有待落成,今年仍處於資本支出高峰期。陳文博認為,淨債項股權比率已接近高峰,希望將來下降。盧韋柏指,管理層在過往5次業績會都說要「保本保命」,想捱過最困難時期,而2026年及2027年資本支出會慢慢降低,淨債項股權比率視乎利息、銷售速度及營運收入,相信最壞時間已過,如有空間會非常想增加派息。
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.
uSMART
Wealth Growth Made Easy
Open Account