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置富产业信托(00778.HK)赵宇:疫情新常态下旗下商场第三季续租率升至逾90%
阿思达克 11-23 08:02
置富产业信托(00778.HK)行政总裁赵宇接受本社访问时表示,上半年受疫情打击,不论新租赁及续租表现都较为困难,但庆幸旗下物业均为民生商场,因此出租率仍达95%。她留意到,自7至8月份市民开始逐渐适应「疫情新常态」,适当地恢复社交活动,因此在第三季起旗下商场续租及新租查询都有明显恢复,第三季的续租率由上半年的77%提高至90%以上。虽然部分商户租金有所调整,但整体而言仍是健康及理想水平。

她透露,在疫情後有某些零售交易会较为活跃,例如生活家品及衣物、药房或健康食品等,相关零售商对租务的查询亦有所增加,公司有意趁此时候,引入多些此类型的零售商。

受到疫情及经济影响,旗下物业的估值有所调低,导致借贷比率看来有所上升,而她认为维持在20%左右仍算是健康水平,乐见证监会在6月份修订守则,其中建议将房托基金的借款上限由现时的45%放宽至50%。目前公司的借贷空间仍有190多亿元,加上现时处於低息环境,相信能用作收购。

收购目标主要聚焦在香港零售物业,认为民生商场及已有高出租率的物业能为股东带来稳定的回报,另外,亦会留意大湾区及国内一线城市项目,母公司亚腾资产管理在内地设有物业管理团队,双方有紧密连系,会在留意内地物业时合作。

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