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領展(00823.HK)建議修訂許可投資範圍 准投資全部房地產類別
阿思達克 06-18 09:46
領展(00823.HK)公布,管理人建議修訂領展投資政策下之許可投資範圍。

公司指,現有投資政策之範圍允許領展在香港或具有長期收入及資本增長潛力之其他海外司法權區投資可獲取持續回報之物業,惟目前除外物業除外。在若干限制情況下,管理人亦可按照房地產投資信託基金守則及信託契約就零售或綜合用途發展項目之商業部分,其亦包括非零售及非商業性質之區域,例如目前除外物業,進行物業開發及相關活動。

管理人認為,即使可產生收入;及具有長期收入及資本增長之潛力,自領展投資組合剔除若干資產類別,會過度限制全球房地產市場機會之範圍,惟管理人正正可通過尋求該等機會,實行領展維持大型及多元化房地產資產組合之投資策略,以實現長期增長。

因此,為繼續執行領展之策略及基於下文「2.經修訂許可投資範圍之理由及預期裨益」一節所載理由,管理人建議通過刪除目前除外物業投資之限制而獲准投資全部房地產類別。為免生疑,領展亦獲准投資可能用作任何住宿或住所用途之物業,而任何該等投資須遵守房地產投資信託基金守則。全部該等物業須繼續可獲取回報,並具有長期收入及資本增長潛力。

管理人目前無意對其策略或風險狀況進行任何重大改變。然而,預期由於建議修訂投資政策範圍,潛在投資機會選擇將會增加,因此於物色產生回報之投資機會方面將更見靈活。

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