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九倉:下半年內地物業銷售或遜上半年,爭取全年銷售額達127億 @ 2012-08-23T18: Back Hot News
Keyword:九倉
Concept:投資740億元 , 半年內地物業銷售
該行預料,集團上半年有穩建的租賃收入及內地物業銷售有增長,認為其核心盈利將上升23%至40億元,每股盈利增加19%至1.32元。旗下內地物業銷售業務上半年毛利率為40%左右,屬健康,因此,該行上調其12財年每股盈利預測9%至每股2.98元;受惠稅率較低,13財年每股盈利預測升至2.96元。
除了寫字樓物業外,零售物業租務市場亦正面臨挑戰。摩通指出5月份訪港旅客數目按月下跌了5%。縱使來自內地的訪港旅客數目按年增加19.4%,卻是跌穿20%增幅。同時5月份本港零售銷售動力亦告放慢,5月份零售銷售額按年增幅為8.8%,較4月份的11.4%出現放緩。隨著零售銷售額增長放緩,以底租加銷售額的租約難免受到影響。其中九龍倉集團(004)在2011年的租金收入中,有29%是來自租戶的銷售額分成租金。該行更指出,九倉旗下的海港城,在今年5月份的銷售額增長首次跑輸大市。

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