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.
领展(00823.HK)内地推动内需利好旗下业务关注贸战对融资成本影响
阿思达克 06-03 16:07

领展(00823.HK)今日公布全年业绩,并公布「2025愿景」,力求於直至2025年期间,资产组合价值每年均能取得高单位数的复合增长率。去年集团平均每月租金按年升约9%,被问及未来会否有租金调整空间,以及对租金管制建议的看法,主席聂雅伦表示,对租金管制没有评论,但会尊重政府决定;行政总裁王国龙表示,公司去年租金增幅有不错表现,旗下客户生意亦较同行好,认为若客户的租金对营业额比例可以维持於适当水平,租金可以有调整空间。

对於中美贸易战对零售市道及集团的影响,王国龙指集团旗下商场客户较集中於民生及必需品类别,受经济下调影响较少;此外,贸易战下,内地推动刺激内需政策,对旗下内地商场有利。反而,集团会密切留意贸易战对集团债务及融资成本的影响。

此外,未来并购计划方面,王国龙指集团近期於国内收购较多,而集团对过去数年於内地收购的项目表现满意,过去一年内地项目租金增长平均达30.2%,较香港项目回报佳。王氏又强调,香港是重要投资城市,未来会积极考虑香港、中国城市及其他海外城市的投资机会,但没有特定比例。王国龙又指集团暂时没有出售旗下停车场的计划。

对於集团去年未能完成基金单位回购计划,聂雅伦解释,这不单是价钱问题,而是集团在计划进行收购或出售等行动期间,若进行回购,会构成内幕交易,因此不能进行回购,去年有较多时间发生此情况,因此未能完成计划。

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