領展(00823.HK)料疫情期間續約商戶於未來一至兩年有再加租空間
領展(00823.HK)公布截至今年3月底止年度業績,旗下香港物業組合收益按年增長近6%。行政總裁王國龍表示,香港零售商戶銷售額已大致復甦,超越2019年水平,受疫情影響較嚴重的餐飲業增幅超過一成,惟過去三年表現較好的超市商戶近期生意有所回落,因此仍有為少部分商戶提供支援。
他表示,整體對香港零售市道前景看法樂觀,旗下零售組合出租率已達新高,大部分商戶租金都有上調,追回過去三年疫情期內的落差,期望商戶整體生意可持續改善,預測未來6至12個月本地業務會出現較明顯增長。他又透露,於疫情期間有部分商戶續約租金水平較低,相信於未來一至兩年再續租時租金可上調,從而繼續為領展帶來增長動力。
領展早前提出「領展3.0」策略,探索以輕資產模式及設立私募基金等。王國龍表示不同方向及可能性均有探討,會在計劃發展較成熟時再作公布,未來出售資產時亦可能考慮保留少數權益並收取管理費用,以取代過去悉售股權的做法。
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