領展(00823.HK):目前擁有足夠議價能力 料未來數月併購機會增多
領展(00823.HK)董事會主席聶雅倫表示,由於市場交易冷卻了一段時間,令現時銷售項目數目較多,又認爲現時收購定價處於較合理的水平,並指公司正等待合適機會,形容對領展而言,明年是充滿機會的一年。
領展行政總裁王國龍相信,未來幾月或會有較多市場併購的機會,因利息持續高企令部分業主或投資者已靜待至可出售的合理水平,形容目前市場項目較以往增加不少,惟其成本亦隨之增加,強調正審視不同機會,而集團擁有足夠的能力去議價及考慮收購其他項目,惟暫未有任何細節公佈。
至於第三方輕資產管理業務方面,王國龍表示,集團正檢視有關不同方案,包括出售旗下項目部分權益,惟保留其營運權,亦正籌備推出私募基金項目,相信能夠爲業務帶來更多動力。
王國龍冀望,未來能夠保持每年總派息持續增長,並透過其地理優勢作出分散投資,亦希望第三方管理業務能夠帶來新動力。他坦言,在利息持續高企下,年初作出供股的決定,對集團的資本管理有正面影響,又指要有一定的耐性去審視投資項目,並會善用從供股所得的資金,認爲只有好的回報項目纔會選擇。
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