房託領展 (0823) 宣布業績，中期派息1.5959元，如能保持，以收巿價70.4元計，股息率約4.5厘，可說相當吸引，而早幾日商舖投資者蔡志忠伙拍陳秉志以4.55億元購入新世界 (0017) 的一批舖位，其租金回報率約3.69厘，相比下，一般小投資者買入領展收入也不錯。
領展同時宣布以58.2億元購入位於香港的兩幢停車場 / 汽車服務中心及倉庫大廈，收購價較該等物業於2021年10月22日的估值總額60.81 億元折讓4.3%。賣家為Jardine Matheson集團 (怡和) 之成員，兩幢物業將全部出租予在香港獨家代理平治汽車的汽車經銷商仁孚行。
鴨脷洲大街鋪2.2億成交 呎價達8.8萬 46年升值243倍
Wheelock property on Mt Nicholson reclaims title for the most expensive flat in Asia in terms of square footage
Flat 16D and three car parking spaces on Mount Nicholson sold for HK$639.796 million, or HK$140,800 per square foot, a record in Asia.
The bumper price came right after news that Hong Kong’s border with mainland China will likely reopen as early as next month.
A flat in Wheelock’s ultra luxury residential property Mount Nicholson at The Peak has sold at a new record price per square foot in Asia, with analysts saying an expected reopening of Hong Kong’s border with mainland China will likely boost the city’s real estate market.
The developer sold flats 16C and 16D at phase three of Mount Nicholson for a combined HK$1.2 billion (US$154 million) to the same buyers, Wheelock said in a statement on Tuesday, without disclosing the identity of the buyers.
Flat 16D and three car parking spaces at Mount Nicholson were sold for HK$639.796 million, or HK$140,800 per square foot, breaking the record held by a flat in CK Asset Holding’s 21 Borrett Road luxury resident project, which also came with three parking spaces and was sold for HK$459.4 million – or HK$136,000 per square foot – in February.
The price for flat 16C stood at HK$560.92 million, or HK$134,000 per square foot, which was only slightly lower than the previous record at Borrett Road.
The bumper price indicates Hong Kong’s luxury properties remain extremely sought-after by buyers even though the overall economy has not recovered from the impact of the pandemic last year and months of social unrest since mid-2019.
“The record-breaking price came right after the news report that Hong Kong’s border could reopen as early as next month. This has given hope to wealthy mainlanders from the Greater Bay Area to come across the border and buy luxury homes in the city,” a mortgage broker said.
Hong Kong’s land border with the mainland will reopen fully to quarantine-free travel by June at the latest, official sources told the South China Morning Post this week.
The scheme will entail a small pilot programme involving daily quotas in Guangdong province in December, followed by an expansion in February to allow “mass events”, a source said, reaffirming what Chief Executive Carrie Lam Cheng Yuet-ngor had suggested last week. A full border reopening will happen in June, or earlier, if all goes smoothly.
“In addition, interest rates remain at their lowest levels on record while inflation pressure is looming. This has led those who can afford to pay the price to buy properties now, particularly luxury ones as supply remain limited. The outlook for the luxury market remains bullish,” the broker said.
Mount Nicholson was developed by Wharf Holdings along with Nan Fung Development and comprises 19 detached houses and 48 flats in three phases. It has some of Asia’s most expensive homes in terms of square footage. Its location, reputation for build quality and celebrity buyers, has made it a much sought-after address for Hong Kong’s wealthy set.
In May, Mount Nicholson broke another world record by selling a single parking space for HK$11.9 million, the highest price ever seen worldwide.
(South China Morning Post)
Link distributable income rises 14pc to $3.3b
Link Real Estate Investment Trust (0823) said its total distributable amount increased 14.2 percent year-on-year to HK$3.34 billion in the six months before September 30, and the interim distribution per unit for the period increased by 12.7 percent to HK$1.6 billion.
Link also said that it has acquired 100 percent interest in two institutional-grade car park and car service centers in Hong Kong for HK$5.82 billion combined, after buying 50 percent stakes in three retail properties in Sydney for AUD$538.2 million (HK$3.1 billion) on Sunday.
Chief executive George Hongchoy Kwok-lung said in an online conference that the vendors will lease these two properties for long-term use after the sales, and that Link views the deals as long-term investments.
The gearing ratio stands at a "comfortable" level after the acquisitions, he emphasized in the meeting. The ratio of debt to total assets increased to 23.6 percent from 21.6 percent.
Upon completion of the deals, Link will become the owner of the two properties.
One property is located at No. 60 Ka Yip Street in Chai Wan, and is a 9-story godown building with a gross floor area of approximately 438,351 square feet which has been repurposed into a full-service building hosting an automotive showroom, car servicing and repair workshops, godowns and ancillary offices.
The Hung Hom one at No. 50 Po Loi Street is a 13-story mixed-use car park building with a GFA of approximately 421,401 sq ft.
It has also been repurposed to a full-service building hosting an automotive showroom, car servicing and repair workshops, as well as a car park with 932 private and public parking spaces.
It also said it acquired 75 percent interest in two recently-developed modern logistics assets in Dongguan and Foshan for 754 million yuan (HK$918.72 million) on October 27.