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加息放緩 外資代理行估下半年投資市場向好


2022年投資市場受加息影響,下半年轉弱。有外資代理行認為,息口加幅漸放緩,料各路資金將部署入市,下半年投資市場明顯向好。

美國聯儲局一如預期日前加息0.25厘,聯邦基金利率升至介乎4. 5厘至4.75厘,為今年內第8次加息,累計加息已達4.5厘。該行代理指,去年投資市場下半年開始轉弱,主因息口向上,「H按由去年不足1厘,加上目前近5厘,對投資市場有一定衝擊,令投資市場交易量跌至10年來最低水平,而成交額按年下跌4%至700億元。」

對於今年市況,該代理認為,香港是次未有跟隨加息,而美國有機會加多兩次,香港亦沒有跟隨,上半年息口見頂,對投資市場有利,「下半年不加息亦不等於快減息,若下半年橫行,可以給市場清晰前景,就是息口見頂,好讓投資者部署入市。」

代理:大額買賣將理想

此外,代理指去年中港兩地相對嚴謹的檢疫措施導致商用物業租金水平受壓,而現時中港通關,經濟可望向好,「通關顯示逐步復常,預計第二季左右,本港經濟向好,投資氣氛將顯著改善。」該代理強調,投資者向來較為早着先機,會提早入市,「現階段息口相對較高,投資物業回報率或欠吸引。投資者會預計經濟轉好,憧憬工商物業租售價向上,便會開始入市,料下半年大額買賣將理想。」

該行數據顯示,去年700億元成交中,工商舖三項範疇上,以工廈表現最佳,佔成交金額約26%,事實上,近兩年工廈買賣表現均理想,大型物流中心、貨倉等相繼獲基金承接。

代理指,2021年工廈成交及買賣,分別涉57宗及285億元,2022年明顯下跌,「疫情令工廈受捧,惟投資者追捧下,回報率開始下降,投資者會開始留意其他板塊;現時通關下,更留意商舖及商廈。」該代理認為,與旅客相關的舖位及酒店,均值得留意。舖位是率先看好,因社運至疫情,舖位受打擊最大,旅客逐步重返,在租售價大幅調整後,投資價值出現。同時間,旅客重返意味酒店入住率高,亦有利投資。

至於寫字樓方面,代理認為新供應達數百萬呎,無疑數量高,但集中於非核心區,「與內地通關後,會有需要擴充,始終內地人才、公司,部分資金希望在港建立一個據點。香港為中國以至全球重要金融城市地位不變,故商廈需求同樣向上。」

(經濟日報)

 

尖東新文華中心 合中小用家

尖東新文華中心位於區內核心地段,交通極為便利,而單位面積由數百平方呎起,適合中小用家。

新文華中心在80年代初落成,屬尖東區內其中一幢地標商廈,而尖東主要商廈包括康宏廣場永安廣場東海商業中心等,新文華中心最大優點是設於尖東百周年紀念花園旁,屬於尖東區最多人流的地段。同時坐享港鐵站優勢,由紅磡、尖東及尖沙咀港鐵站行至該廈,約10至15分鐘步程。

值得一提,港鐵屯馬綫及東鐵綫過海段相繼通車,紅磡站成為主要轉車站,尖東新文華中心更加方便,加上鄰近紅隧交通交滙處,方便上班人士出入。

飲食配套上,大廈亦設有2層商場,舖位用戶以食肆為主,提供快餐店、茶餐廳等,而附近亦有多間酒店包括Hotel Icon、帝苑酒店等,可提供優質餐廳作商務午餐,上班人士亦可選擇前往漆咸道南一帶有更多餐廳可選擇。

單位最細數百平方呎

大廈由A座及B座組成,物業樓高13層,辦公室樓層由3樓起,每層樓面約1.99萬平方呎。物業開則呈正方形,間隔亦實用,大部分單位屬長形。以A座標準間隔為例,每層設有20個單位,位於每層四角的13、8、3、18室,擁多邊窗,視野相對開揚,惟單位近出入口設有小玄關位置。物業最細單位由數百平方呎起,正適合中小型公司使用。

景觀方面以A座較為優勝,其中向百周年紀念花園單位,主要分布於1至3、及18至20號,可望園景及噴水池景,屬最優質單位。

另B座部分單位,可望紅隧及紅磡方向,感覺開揚。至於其他單位,主要望區內市景及樓景。

成交方面,近兩年受疫情影響,該廈呎價回落至約9,000至1萬元,大廈去年錄2宗買賣,包括4月份A座高層17室,面積約769平方呎,以約792萬元易手,呎價約1.03萬元,另去年10月,A座低層05室,面積約830平方呎,以約750萬元易手,呎價約9,036元。

(經濟日報)

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中層1915呎單位放租 每呎25元

尖東新文華中心享地理優勢,現物業中層近2,000平方呎單位放租,意向呎租約25元。

提供基本裝修 意向4.78萬租

有代理表示,有業主放租尖東新文華中心8樓12室,面積約1,915平方呎,單位意向月租約4.78萬元,呎租約25元,單位提供基本裝修。代理指出,以叫租約25元計,屬大廈目前放租盤最便宜,故有一定吸引力。

新文華中心單位多,租務成交頗旺,去年11月錄兩宗租務,其中A座中層05室,面積約977平方呎,成交呎租約27元。另今年亦錄兩宗租務,包括A座極高層19室,面積約930平方呎,成交呎租約28元。

同區商廈租務方面,指標甲廈康宏廣場上月錄租務,包括低層01室,面積約1,158平方呎,以每平方呎約30元租出。

(經濟日報)

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金鐘力寶中心低層戶4千萬放售

甲廈買賣氣氛稍轉好,現金鐘力寶中心低層單位,以約4,000萬元放售。

面積1495 呎價26756

有代理表示,近日有業主放售金鐘力寶中心一座低層單位。該物業面積約1,495平方呎,意向價約4,000萬,呎價約26,756元,可交吉或連租約放售,自用或投資均適合。

力寶中心位處港鐵金鐘站上蓋,金鐘站為全港首個四綫交滙轉車站,既是港島綫與荃灣綫的中途站,亦是東鐵綫與南港島綫的下行總站,來往全港各區都很方便。

最近一宗力寶中心單位成交為上月尾,物業1座3704至06室,面積約3,475平方呎,呎價約22,498元。

(經濟日報)

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商廈去年781宗成交 按年跌4成

有代理指出,總結2022年全年,商廈整體買賣登記僅錄得781宗,較2021年的1,299宗急挫40%,跌至歷史次低,是繼2019及2020年後第3次史上不足千宗的低潮年。

以價格類別劃分,中細價商廈仍是去年買賣登記的主流,當中以介乎200萬元至500萬元以內價格類別的商廈佔比較多,全年錄得238宗,佔了整體商廈成交量逾3成。另外,銀碼介乎2,000萬至5,000萬元以內的登記量則錄得最大跌幅,挫61%,至只有69宗。至於去年7個價格類別的商廈買賣宗數之中,只有1億元或以上者出現逆市上升,去年共錄49宗登記,按年大增40%,主因去年5月有一幢全幢商廈 (英皇道1111號 (前稱太古城中心一座) ) 疑似內部轉讓是以分層拆細形式登記,故抽升了逾20宗逾億元的登記個案。

今年買賣估達1200

從地區層面分析,在該行定期觀察的11個主要商業區中,2022年登記量全綫下跌,當中跌幅最大者為長沙灣區,全年只錄得30宗登記,按年急挫85%;其次葵涌區亦跌83%,至5宗登記;而沙田區亦急跌73%至12宗,反映一些廠區商廈在疫情之下亦大受影響。另一方面,2022年最貴重的商廈登記個案除了前述3項巨額轉讓外,接着最矚目的登記為啟祥道17號全幢 (前稱高銀金融國際中心) 涉資的56億元,再者是彌敦道74至78號文遜大廈的近15.34億元,亦因此帶動全年總金額得以創下歷史新高。

展望2023年,該代理表示,中港恢復通關對商廈市場來說是極大的喜訊,隨着內地企業重返香港擴展業務,商廈買賣及租賃需求勢必大升。內地資金來港,其中很大部分都喜歡投放在商廈市場,加上引入人才計劃,及經濟重踏復甦之軌,令企業擴充樓面、甚至轉租為買的意慾大增。代理預期2023年商廈市道將明顯轉向樂觀,因為香港將再次肩負起連接海外及中國內地市場的角色,相信今年商廈買賣登記宗量將在低基數下大升逾5成 (54%),料達1,200宗的水平。

(經濟日報)

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「亞士厘21」首錄醫療中心承租

建灝地產旗下尖沙嘴醫務商業發展項目亞士厘21 (21 ASHLEY),打造「醫生大廈」,率先由本地醫療集團承租近3000方呎,成為首個選址亞士厘21之醫學集團。

建灝打造「醫生大廈」

建灝地產發言人表示,上述租客為本地醫學影像診斷集團,承租的屬特大地台承租樓層,可放置大型儀器,作其擴充業務第4家分店,租金未能透露,惟該廈意向呎租55元至67元,自從兩地通關消息宣布後,集團收逾100個醫療及醫學美容相關行業查詢,有意選址該廈,預計今年第2季落成,現時進行預租。

意向呎租55至67

他又說,亞士厘21標準樓層建築面積約5500方呎,個別樓層設特高樓底 (高度達5米) 及特大地台承重 (達7.5kPa),均提供穩定及充裕電力供應,兼設置後備電力,同時,每層均配備符合政府要求的通風及換風系统,並預留位置供裝配醫療級別的換風系统。大廈通道及升降機均可容納擔架牀進出,方便醫生及求診者需要。

(星島日報)

 

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)