領展(00823.HK):看好澳洲經濟前景 與Oxford Properties組合資帶來收入有助派息
領展(00823.HK)公布,將與Oxford Properties組成合資公司,以共同持有Investa Gateway Office(IGO)市值超過23億澳元的澳洲優質辦公室物業組合。領展將持有IGO的49.9%權益,購入價為5.96億澳元(約33億港元)。
領展行政總裁王國龍在視像會議上表示,今次交易是看好澳洲疫情後經濟復甦及未來人口增長,是次涉及的五個項目除四個位於悉尼外,亦有一個位於墨爾本,是集團在當地的第一個項目,相信新增項目可與集團已收購的澳洲項目在營運上有協同。
他指,澳洲本土經濟與香港類似,有很多旅遊業,由於澳洲已宣布將向已接種疫苗人士開放旅遊,相信可帶動本土經濟持續向好,澳洲物業於集團的組合中可起穩定作用。王國龍相信交易需時兩至三個月完成,完成後便可直接有收入,預期會對集團派息有幫助。
另外,領展首席策略總監丘兆祺提到,計及是次交易,集團最新物業佔比為香港佔77%、內地佔17%及海外佔6%,因集團一直尋找不同收購及合作機會,相信比例會有所浮動。他又稱Oxford Properties的母企為加拿大安省退休基金,是非常大型的投資者,期望雙方未來有更多合作機會。
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