领展(00823.HK) 公布截至9月底止中期业绩,香港物业组合零售商户每平方呎销售总额按年下跌4.3%,整体续租租金调整率增长0.7%,平均每平方呎每月租金微升至64.5元。
首席营运总裁卓格理(Greg Chubb)指,注意到第二财商户销售额跌势已按季收窄,对比首季销售额跌幅为5.8%,相信部分是由于港人北上消费趋势已回稳。
被问到下半年租户表现会否持续好转,以及续租租金增长能否延续,首席执行官王国龙就指,本地商户经营成本及人力支出都呈上升趋势,下半财年对商户销售额及续金租金看法审慎,未太乐观,但强调会持续以不同方式为商户提供支援,期望将出租率维持在介乎97%至98%的较高水平。
卓格理补充,由于旗下商场主要服务区内居民民生需求,10月至今零售销售表现未见太大反弹,但同时销售必需品为主的商户组合表现仍保持一定强韧,表现较同期本港整体零售市道优胜。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-06 12:25。)
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