陳啟宗:仍未太看通香港市場 公司會繼續物色好機會
恆隆地產(00101.HK)董事長陳啟宗在網上會議上表示,現時要評論香港的地產市場仍言之過早。坦言在行業打滾40多年,但未曾看過現時這樣的市場。香港現時要面對三大不利影響,包括中美貿易戰全面爆發、社會事件及疫情,因此對香港市場仍未太看得通。就算要擁抱熊市亦要先觀察,並了解地產行家對市場的看法。公司會繼續物色好的機會。被問及公司有沒有私有化構想時,陳啟宗僅以「不會」二字簡單回覆。
然而,他認為內地市場卻是令人鼓舞,有見奢侈品牌對內地市場非常積極,旗下6至7個內地商場已與70個大型品牌簽約。因此有些商場本來定位不是行高端,都會慢慢向此定位挪移。另外,中美爆發貿易戰反而輕微利好內地奢侈品市場,因為這驅使中央政府放寬稅務及其他條款,令消費者在內地購買奢侈品與在外國購買的價錢變得相近,吸引消費者留在內地商場消費。
執行董事陳文博指,疫情對武漢恆隆廣場的工程有一定影響,目前預期有大約四個月的延遲,但公司做了很多措施,現時工程進展已提速。另外,並會確保在安全情況下,才讓工人復工。至於招租率目前接近60%,第一批租戶料會在今11月入伙,料商場將在明年第一季或第二季初會開幕。至於杭州恆隆廣場目前仍希望維持在2024年竣工,希望可以消化1至2個月的工作延誤,暫時開幕日子仍沒有變。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.