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加息放缓 外资代理行估下半年投资市场向好


2022年投资市场受加息影响,下半年转弱。有外资代理行认为,息口加幅渐放缓,料各路资金将部署入市,下半年投资市场明显向好。

美国联储局一如预期日前加息0.25厘,联邦基金利率升至介乎4. 5厘至4.75厘,为今年内第8次加息,累计加息已达4.5厘。该行代理指,去年投资市场下半年开始转弱,主因息口向上,「H按由去年不足1厘,加上目前近5厘,对投资市场有一定冲击,令投资市场交易量跌至10年来最低水平,而成交额按年下跌4%至700亿元。」

对于今年市况,该代理认为,香港是次未有跟随加息,而美国有机会加多两次,香港亦没有跟随,上半年息口见顶,对投资市场有利,「下半年不加息亦不等于快减息,若下半年横行,可以给市场清晰前景,就是息口见顶,好让投资者部署入市。」

代理:大额买卖将理想

此外,代理指去年中港两地相对严谨的检疫措施导致商用物业租金水平受压,而现时中港通关,经济可望向好,「通关显示逐步復常,预计第二季左右,本港经济向好,投资气氛将显著改善。」该代理强调,投资者向来较为早着先机,会提早入市,「现阶段息口相对较高,投资物业回报率或欠吸引。投资者会预计经济转好,憧憬工商物业租售价向上,便会开始入市,料下半年大额买卖将理想。」

该行数据显示,去年700亿元成交中,工商铺三项范畴上,以工厦表现最佳,佔成交金额约26%,事实上,近两年工厦买卖表现均理想,大型物流中心、货仓等相继获基金承接。

代理指,2021年工厦成交及买卖,分别涉57宗及285亿元,2022年明显下跌,「疫情令工厦受捧,惟投资者追捧下,回报率开始下降,投资者会开始留意其他板块;现时通关下,更留意商铺及商厦。」该代理认为,与旅客相关的铺位及酒店,均值得留意。铺位是率先看好,因社运至疫情,铺位受打击最大,旅客逐步重返,在租售价大幅调整后,投资价值出现。同时间,旅客重返意味酒店入住率高,亦有利投资。

至于写字楼方面,代理认为新供应达数百万呎,无疑数量高,但集中于非核心区,「与内地通关后,会有需要扩充,始终内地人才、公司,部分资金希望在港建立一个据点。香港为中国以至全球重要金融城市地位不变,故商厦需求同样向上。」

(经济日报)

 

尖东新文华中心 合中小用家

尖东新文华中心位于区内核心地段,交通极为便利,而单位面积由数百平方呎起,适合中小用家。

新文华中心在80年代初落成,属尖东区内其中一幢地标商厦,而尖东主要商厦包括康宏广场永安广场东海商业中心等,新文华中心最大优点是设于尖东百周年纪念花园旁,属于尖东区最多人流的地段。同时坐享港铁站优势,由红磡、尖东及尖沙咀港铁站行至该厦,约10至15分鐘步程。

值得一提,港铁屯马綫及东铁綫过海段相继通车,红磡站成为主要转车站,尖东新文华中心更加方便,加上邻近红隧交通交滙处,方便上班人士出入。

饮食配套上,大厦亦设有2层商场,铺位用户以食肆为主,提供快餐店、茶餐厅等,而附近亦有多间酒店包括Hotel Icon、帝苑酒店等,可提供优质餐厅作商务午餐,上班人士亦可选择前往漆咸道南一带有更多餐厅可选择。

单位最细数百平方呎

大厦由A座及B座组成,物业楼高13层,办公室楼层由3楼起,每层楼面约1.99万平方呎。物业开则呈正方形,间隔亦实用,大部分单位属长形。以A座标準间隔为例,每层设有20个单位,位于每层四角的13、8、3、18室,拥多边窗,视野相对开扬,惟单位近出入口设有小玄关位置。物业最细单位由数百平方呎起,正适合中小型公司使用。

景观方面以A座较为优胜,其中向百周年纪念花园单位,主要分布于1至3、及18至20号,可望园景及喷水池景,属最优质单位。

另B座部分单位,可望红隧及红磡方向,感觉开扬。至于其他单位,主要望区内市景及楼景。

成交方面,近两年受疫情影响,该厦呎价回落至约9,000至1万元,大厦去年录2宗买卖,包括4月份A座高层17室,面积约769平方呎,以约792万元易手,呎价约1.03万元,另去年10月,A座低层05室,面积约830平方呎,以约750万元易手,呎价约9,036元。

(经济日报)

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中层1915呎单位放租 每呎25元

尖东新文华中心享地理优势,现物业中层近2,000平方呎单位放租,意向呎租约25元。

提供基本装修 意向4.78万租

有代理表示,有业主放租尖东新文华中心8楼12室,面积约1,915平方呎,单位意向月租约4.78万元,呎租约25元,单位提供基本装修。代理指出,以叫租约25元计,属大厦目前放租盘最便宜,故有一定吸引力。

新文华中心单位多,租务成交颇旺,去年11月录两宗租务,其中A座中层05室,面积约977平方呎,成交呎租约27元。另今年亦录两宗租务,包括A座极高层19室,面积约930平方呎,成交呎租约28元。

同区商厦租务方面,指标甲厦康宏广场上月录租务,包括低层01室,面积约1,158平方呎,以每平方呎约30元租出。

(经济日报)

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金鐘力宝中心低层户4千万放售

甲厦买卖气氛稍转好,现金鐘力宝中心低层单位,以约4,000万元放售。

面积1495 呎价26756

有代理表示,近日有业主放售金鐘力宝中心一座低层单位。该物业面积约1,495平方呎,意向价约4,000万,呎价约26,756元,可交吉或连租约放售,自用或投资均适合。

力宝中心位处港铁金鐘站上盖,金鐘站为全港首个四綫交滙转车站,既是港岛綫与荃湾綫的中途站,亦是东铁綫与南港岛綫的下行总站,来往全港各区都很方便。

最近一宗力宝中心单位成交为上月尾,物业1座3704至06室,面积约3,475平方呎,呎价约22,498元。

(经济日报)

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商厦去年781宗成交 按年跌4成

有代理指出,总结2022年全年,商厦整体买卖登记仅录得781宗,较2021年的1,299宗急挫40%,跌至历史次低,是继2019及2020年后第3次史上不足千宗的低潮年。

以价格类别划分,中细价商厦仍是去年买卖登记的主流,当中以介乎200万元至500万元以内价格类别的商厦佔比较多,全年录得238宗,佔了整体商厦成交量逾3成。另外,银码介乎2,000万至5,000万元以内的登记量则录得最大跌幅,挫61%,至只有69宗。至于去年7个价格类别的商厦买卖宗数之中,只有1亿元或以上者出现逆市上升,去年共录49宗登记,按年大增40%,主因去年5月有一幢全幢商厦 (英皇道1111号 (前称太古城中心一座) ) 疑似内部转让是以分层拆细形式登记,故抽升了逾20宗逾亿元的登记个案。

今年买卖估达1200

从地区层面分析,在该行定期观察的11个主要商业区中,2022年登记量全綫下跌,当中跌幅最大者为长沙湾区,全年只录得30宗登记,按年急挫85%;其次葵涌区亦跌83%,至5宗登记;而沙田区亦急跌73%至12宗,反映一些厂区商厦在疫情之下亦大受影响。另一方面,2022年最贵重的商厦登记个案除了前述3项巨额转让外,接着最瞩目的登记为啟祥道17号全幢 (前称高银金融国际中心) 涉资的56亿元,再者是弥敦道74至78号文逊大厦的近15.34亿元,亦因此带动全年总金额得以创下历史新高。

展望2023年,该代理表示,中港恢復通关对商厦市场来说是极大的喜讯,随着内地企业重返香港扩展业务,商厦买卖及租赁需求势必大升。内地资金来港,其中很大部分都喜欢投放在商厦市场,加上引入人才计划,及经济重踏復甦之轨,令企业扩充楼面、甚至转租为买的意慾大增。代理预期2023年商厦市道将明显转向乐观,因为香港将再次肩负起连接海外及中国内地市场的角色,相信今年商厦买卖登记宗量将在低基数下大升逾5成 (54%),料达1,200宗的水平。

(经济日报)

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「亚士厘21」首录医疗中心承租

建灝地产旗下尖沙嘴医务商业发展项目亚士厘21 (21 ASHLEY),打造「医生大厦」,率先由本地医疗集团承租近3000方呎,成为首个选址亚士厘21之医学集团。

建灝打造「医生大厦」

建灝地产发言人表示,上述租客为本地医学影像诊断集团,承租的属特大地台承租楼层,可放置大型仪器,作其扩充业务第4家分店,租金未能透露,惟该厦意向呎租55元至67元,自从两地通关消息宣布后,集团收逾100个医疗及医学美容相关行业查询,有意选址该厦,预计今年第2季落成,现时进行预租。

意向呎租55至67

他又说,亚士厘21标準楼层建筑面积约5500方呎,个别楼层设特高楼底 (高度达5米) 及特大地台承重 (达7.5kPa),均提供稳定及充裕电力供应,兼设置后备电力,同时,每层均配备符合政府要求的通风及换风系统,并预留位置供装配医疗级别的换风系统。大厦通道及升降机均可容纳担架牀进出,方便医生及求诊者需要。

(星岛日报)

 

Hong Kong property developers, led by Sun Hung Kai, K Wah, rush 27,000 new homes to market as sales uptick stokes hopes

Developers will launch around 36 developments with 27,350 homes this year, according to the Post’s calculations

An increase in transactions and stabilising interest rates have developers expecting a return to normalcy after sales fell 41.3 per cent in 2022

Hong Kong’s major property developers are rushing to put more than 27,000 new homes on the market this year, seizing on an uptick in buying sentiment and transaction volume after the relaxation of anti-pandemic measures and the reopening of the border with mainland China.

At least 14 developers, including Sun Hung Kai Properties (SHKP), Henderson Land Development, New World Development, Sino Land and K Wah International, plan to launch some 36 developments with around 27,350 homes this year, according to the Post’s tracking of sales plans revealed in late January and early February.

The pressure of high interest rates on the property market will gradually diminish, said Victor Lui Ting, deputy managing director at SHKP, Hong Kong’s biggest developer by market value.

“In the past month, home prices in the local second-hand market have picked up, and the turnover of first-hand transactions is even more active than before,” he said, adding that home prices are expected to see a mild increase of 5 to 10 per cent this year.

Six major lenders, including HSBC, Hang Seng Bank, Citibank and Standard Chartered, said on February 2 that they would keep their prime lending rates unchanged after Hong Kong’s monetary authority raised the city’s base rate by 25 basis points in lockstep with an increase by the US Federal Reserve.

In addition, the Hong Kong interbank offered rate – the interest banks charge each other for borrowing money – has dropped by half in the past two months, Lui added.

In January, new home sales jumped 54.9 per cent over December to 350, although this fell short of November’s 371, according to a property agency.

SHKP expects to launch phase 2B of Novo Land in Tuen Mun, with 729 flats, in February and University Hill in Tai Po, with 746 flats, around Easter.

K Wah International appears to have the biggest sales plan, as it is involved in five projects with other developers, with 8,072 homes set to hit the market.

The total of 27,350 includes developments in the Kai Tak area, where a government plan to erect temporary public housing, as well as its decision to reduce office space in the area and scrap a planned monorail, have adversely affected public perception of the area’s prospects.

New-home sales fell 41.3 per cent year on year in 2022 to a nine-year low of 10,261, according to the agency, which expects a recovery to a normal level of around 18,000 this year.

New homes had the worst performance among all property categories in 2022 according to another agency, as overall property transactions nosedived 38 per cent to a 32-year-low of 59,619, according to the first agency.

The difficult market prompted the total number of property agent licences to sink to a 23-month low of 40,807 in January, according to data from the Estate Agents Authority.

SHKP sold 3,053 new homes last year, the most among all developers, bringing in HK$24.76 billion (US$3.16 billion), according to the agency. Sino Land was next with 2,248 homes worth HK$23.03 billion.

About two-thirds, or 14,104, of the private homes completed in 2022 have been sold, according to the agency – a sales ratio lower than the usual range of 70 to 80 per cent in previous years.

To be sure, the market is not completely rosy. Notably, CK Asset cut prices last week for 10 remaining flats at Seaside Sonata in Cheung Sha Wan by 10 to 16 per cent, or as much as HK$2.4 million “because of market correction”.

The developer wanted to finish the sales effort and believes market recovery will take time despite the border reopening, it said, adding it wanted to use a reasonable price to proactively drive sales amid keen competition.

Meanwhile, the luxury segment could suffer a price decline of 5 to 10 per cent in 2023, given looming recession risks in the United States and European Union economies, elevated interest rates, and “punitive” measures on residential-property transactions, another agency warned in a report on Monday.

“For a long time, demand for luxury units by non-locals has boosted and extended support to luxury home prices,” an agent said. “However, the economic headwinds in mainland China and continued difficulties and hindrances in the expatriation of funds to offshore markets could result in less buying intentions and more selling pressure in the luxury sales market.”

For example, in the fourth quarter of 2022, homes at Mount Nicholson on The Peak and 39 Conduit Road in Mid-Levels were sold by mainland Chinese for HK$500 million and HK$378 million, resulting in estimated losses of HK$134 million and HK$39 million, respectively, the agency said, citing media reports.

(South China Morning Post)