物业投资

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结好控股拟1.089亿港元购入十套公寓
Zhi Tong Cai Jing· 2025-09-12 15:15
结好控股(00064)发布公告,于2025年9月12日,买方结好国际有限公司及结好(银基)酒业有限公司(均为 本公司的间接全资附属公司)与卖方订立临时买卖合约,以1.089亿港元的总代价购入该十套公寓。 公告称,该等公寓位于香港黄竹坑香叶道滶晨II(港岛南岸第5B期)第2座的6G、7G、8G、9G、10G、 11G、18G、19G、20F及21F单位(合计净内部面积约5,026平方尺)。 是次收购符合本集团的策略方针,并有助扩大本集团的现有物业投资业务。本集团目前拟将该等公寓持 作投资用途,以收取租金收入。董事认为,临时买卖合约的条款乃按正常商业条款订立,属公平合理, 并符合本公司及股东的整体利益。 ...
大行评级|大摩:新鸿基地产派息符合预期 予其目标价102.3港元及“增持”评级
Ge Long Hui· 2025-09-05 02:21
Core Viewpoint - Morgan Stanley's research report indicates that Sun Hung Kai Properties' annual earnings per share remained flat, with dividends meeting expectations and a payout ratio maintained at 50%, resulting in a dividend yield of 4.1% [1] Financial Performance - The company's contract sales for local property development in Hong Kong reached HKD 42.3 billion, compared to HKD 25.6 billion in the same period last year [1] - The property development profit margin decreased to 12%, down from 26% in the previous year [1] - Morgan Stanley anticipates that Sun Hung Kai Properties will record over HKD 30 billion in unrecognized sales for the fiscal year 2026, with a similar profit margin [1] Market Outlook - Despite negative growth in renewal rents, the company maintains a constructive outlook on the Hong Kong office and retail market [1] - For the fiscal years 2026 to 2027, significant revenue growth is expected from investment properties at the Kowloon High-Speed Rail Station and Shanghai Xujiahui Center [1] Investment Recommendation - Morgan Stanley has set a target price of HKD 102.3 for Sun Hung Kai Properties, with a rating of "Overweight" [1]
香港小轮(集团)附属拟2.6亿港元收购香港一处物业
Zhi Tong Cai Jing· 2025-08-19 13:55
Core Viewpoint - Hong Kong Ferry (Group) Limited announced a temporary agreement for the acquisition of a property for HKD 260 million, which aligns with the company's strategy to expand its existing property investment business [1] Group 1: Acquisition Details - The buyer, Xingling Investment Limited, a wholly-owned subsidiary of the company, will acquire multiple shops and a signage area located at 55 Chung On Street, Tsuen Wan, Hong Kong, with a total floor area of approximately 12,720 square feet [1] - The acquisition is subject to the terms of the temporary agreement between the buyer and the seller, Minxi International Investment Limited [1] Group 2: Strategic Implications - The board believes that the acquisition will generate rental income and enhance the company's revenue base due to the property's advantageous location in Tsuen Wan and existing leases and franchises [1]
香港小轮(集团)(00050)附属拟2.6亿港元收购香港一处物业
智通财经网· 2025-08-19 13:53
Group 1 - The core point of the article is that Hong Kong Small Wheel (Group) Limited has announced a temporary agreement to acquire a property for HKD 260 million [1] - The property is located at 55 Chung On Street, Tsuen Wan, and consists of multiple shops with a total floor area of approximately 12,720 square feet [1] - The acquisition aligns with the company's strategy and represents an expansion of its existing property investment business [1] Group 2 - The board believes that the acquisition will generate rental income and enhance the company's revenue base due to the property's advantageous location and existing leases [1]
美瑞健康国际(02327.HK)盈喜:预计上半年盈利约1400万港元-1600万港元
Ge Long Hui· 2025-08-15 08:46
Core Viewpoint - Meirui Health International (02327.HK) expects a significant increase in shareholder profit for the six months ending June 30, 2025, projecting between approximately HKD 14 million to HKD 16 million, compared to approximately HKD 8.2 million for the six months ending June 30, 2024 [1] Group 1: Profit Expectations - The anticipated increase in profit is primarily due to growth in property-related business revenue and profit, driven by increased rental income and stable fair value of investment properties [1] - The fair value of investment properties experienced a significant decline for the six months ending June 30, 2024, contrasting with the stability expected for the upcoming period [1] Group 2: Revenue Sources - The company has benefited from utilizing idle funds to provide short-term interest-bearing loans and long-term revolving financing to clients and related parties, resulting in increased interest income [1] - However, this positive impact is partially offset by a challenging domestic operating environment, leading to a decrease in trade sales and revenue from health and medical-related products [1]
环球实业科技(01026)拟以不超过2.6亿元的代价收购广州越秀区商场物业
智通财经网· 2025-08-01 15:12
Core Viewpoint - The company, Global Industrial Technology (01026), has entered into a framework agreement to acquire a commercial property in Guangzhou for a maximum indicative price of RMB 260 million, aiming to enhance its income sources and real estate portfolio [1] Group 1: Acquisition Details - The buyer, Shenzhen Huanyie Global Technology Co., Ltd., a wholly-owned subsidiary of the company, will acquire the property from Guangzhou Jincheng Real Estate Development Co., Ltd. [1] - The agreement stipulates that the company must pay a refundable earnest money deposit of RMB 100 million to the seller [1] - The target property includes a commercial complex with a total floor area of approximately 8,900 square meters, located in a prime area of Guangzhou, connected to the East Mountain subway station [1] Group 2: Strategic Intent - The company has been actively seeking land property investment opportunities that can provide stable rental income [1] - The proposed acquisition is seen as a chance to enhance the company's revenue sources and real estate portfolio [1]
上半年租赁业务跌幅收窄至3%,恒隆地产内地市场布局迎来密集发力期
Hua Xia Shi Bao· 2025-08-01 13:30
Core Viewpoint - The company demonstrated resilience in its business model despite ongoing market pressures, with a gradual stabilization in property performance [2][3] Financial Performance - For the first half of 2025, the company's revenue was HKD 4.968 billion, a decrease of 19% year-on-year, primarily due to a significant drop in property sales revenue, which fell by 87% to HKD 0.161 billion [3][4] - Overall operating profit decreased by 5% to HKD 3.255 billion [3] - Core property rental income was HKD 4.678 billion, down 3% year-on-year, with a more modest decline compared to the full year of 2024 [4] Property Performance - The rental income from mainland properties was HKD 3.19 billion, a 2% decrease, while rental income from Hong Kong properties was HKD 1.488 billion, down 4% [4] - Shanghai Hang Lung Plaza maintained a rental income of RMB 0.822 billion with a 98% occupancy rate, while Shanghai Port Exchange Hang Lung Plaza saw a slight increase in rental income of 1% year-on-year [4] - Some properties in cities like Wuhan and Shenyang experienced significant revenue declines of 36% and 37% respectively due to local market competition and positioning issues [4][5] Profitability and Debt - The company recorded a net profit attributable to shareholders of HKD 1.587 billion, a 9% decline year-on-year, with basic earnings per share at HKD 0.33 [5] - The net debt-to-equity ratio stood at 33.5%, with expectations for a peak in capital expenditure post-2025 [5] Strategic Developments - The company is focusing on strategic investments in projects such as the second phase of Wuxi Hang Lung Plaza and the Hangzhou Hang Lung Plaza, which is nearing completion [6] - The Hangzhou project is expected to open in mid-2026 with a pre-leasing rate of 81% [6] - A new lease agreement for additional retail space in Hangzhou is anticipated to enhance the project's scale by 40% [7][8]
宏安地产(01243)拟成立合营企业以收购香港一处物业
智通财经网· 2025-07-31 10:03
智通财经APP讯,宏安地产(01243)及宏安集团(01222)联合公布,于2025年7月31日,宏安地产的间接全 资附属公司Prime Resonance已与ADPF Oregon及合营公司Harmonia Crest Limited订立股东协议,内容有 关就收购该物业成立合营企业。 公告称,根据股东协议与ADPF Oregon合作乃一个良机,可利用宏安地产集团于物业投资及资产管理的 知识及专长,并与一名经验丰富的投资者合作,以提升及扩大投资物业组合,同时为宏安集团及宏安地 产集团带来合营公司的经营溢利份额。凭借ADPF Oregon及宏安地产的经验,该物业为扩展其物业组合 的良机。 据悉,该物业为于香港土地注册处注册为九龙内地段第9849号、九龙内地段第9725号及九龙内地段第 10232号的整块或整幅土地,连同建于其上现称为香港九龙砵兰街60号(前称砵兰街54、56、58及60号) 的宅院、竖设物及楼宇,目前以"旭逸酒店 • 旺角"品牌名称经营酒店业务。 ...
宏安地产拟成立合营企业以收购香港一处物业
Zhi Tong Cai Jing· 2025-07-31 10:02
Core Viewpoint - Hong Kong's Macro Properties (01243) and Macro Group (01222) announced a joint venture agreement for property acquisition, enhancing their investment portfolio and operational profits through collaboration with experienced investors [1] Group 1: Joint Venture Agreement - Macro Properties' indirect wholly-owned subsidiary, Prime Resonance, has entered into a shareholder agreement with ADPF Oregon and Harmonia Crest Limited for property acquisition [1] - The property in question is registered under multiple land lots in Kowloon, Hong Kong, currently operating as "Hotel MOKO" [1] Group 2: Strategic Benefits - The collaboration with ADPF Oregon is seen as a valuable opportunity to leverage Macro Properties' expertise in property investment and asset management [1] - The partnership aims to enhance and expand the investment property portfolio while generating operational profit shares for both Macro Group and Macro Properties [1]
龙湖集团半年报:物业投资业务收入增长 商场占比近八成
Zheng Quan Ri Bao Wang· 2025-07-28 03:02
截至2020年6月底,冠寓已累计开业房间数量达7.9万间,开业超过六个月的房源出租率为88.6%,位居 集中式长租公寓行业品牌指数排行榜TOP3。 8月26日,龙湖集团控股有限公司(下称龙湖集团,港交所股份代号:960)公布其截至2020年6月30日的 业绩。 财报显示,虽受到疫情影响,但龙湖集团依然一如既往坚持稳步投资持有物业的战略,天街、冠寓等物 业投资业务扎实推进。2020年上半年实现物业投资业务不含税租金收入33.6亿元,同比增长30.4%。商 场、租赁住房、其他收入的占比分别为77.4%、21.8%和0.8%。 龙湖集团内部人士表示,短期的阵痛并不会影响公司对投资性物业板块的坚定看好,未来,还将在空间 营造与服务中不断打磨,寻求前进路径,为集团的持续发展挖深蓄能池的同时,力争打造人与空间更美 好的连接。(许洁) 其中,南京龙湾天街于6月如期开业,开业出租率达99%,开业3天总客流突破46万人次,总销售额达 3510万元。截至2020年6月底,龙湖商业已进入全国25座城市,累计开业商场达40座,已开业商场建筑 面积为387万平方米(含车位总建筑面积为504万平方米),整体出租率94.7%。 与此同时, ...