領展(00823.HK)稱商戶續租情況改善 暫無資產出售計劃
領展(00823.HK)行政總裁王國龍在全年業績記者會上表示,近月本港疫情緩和,防疫措施有所放寬,到商場用餐及購物的市民回升,集團與商戶商談續租亦較半年前容易,對未來前景非常樂觀。
他指,在疫情初期集團已決定為了維持氣氛及出租表現,推出不同優惠吸引租客。截至今年3月底止年度,香港物業組合落實逾400份新租約,其中40%為以往未曾進駐旗下物業的新租戶,而內地業務亦簽訂達200份新租約。
王國龍提到,集團年度第四季的續租租金調整率已回升至正數範圍,對未來租金表現感樂觀。而本港與內地通關確實對租客有幫助,不過因集團業務多涉民生商場及本地消費,相信通關影響不會太大,但經濟表現良好集團也會受惠,所以希望能夠通關,呼籲市民接種疫苗。
另外,他稱集團主要業務在香港,在內地、澳洲及英國亦有業務,將來會繼續審視英、澳、日本及新加坡的投資機會以分散風險,但沒有特別的投資比率目標,暫時亦無資產出售計劃。
對於早前入標競投銅鑼灣商業地,他指集團一直有留意良好投資機會,會繼續考慮投資商業項目。至於住宅項目並非集團的策略範圍,因此不會考慮。
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