趙朗：需求現結構轉變 買樓收租年代已過

物業投資市場淡靜，投資者趙朗認為，由於投資市場資訊發達，港物業已失優勢，買樓收租年代已過，認為要發展高增值產業才可。他指，近日投資醫療行業，將購入物業作營運。

近期整體投資市場仍較為淡靜，趙朗認為，在高息持續下，市況難免淡靜，通關後商舖市況理應轉好，但趙朗稱，看不到有很大轉變，旅客消費模式有變，他們來港志在感受香港文化及特色，而不是豪花數以萬元購物，商舖租金反彈未必多。

高息環境下 獲利難度提高

至於寫字樓方面，現時空置率高，他認為香港融入大灣區，大型國企仍會來港開辦公室，長遠來說甲廈有一定需求，但他指出，寫字樓需求始終出現結構上轉變，「近3年疫情大家習慣在家工作，新投入職場的人，覺得不一定要返辦公室工作，跨國企業、銀行亦有收縮樓面。試想想，現時年輕人覺得不需要返辦公室，20年後他們變了管理層，更加不需租用。事實上人人有手機，比起公司的電腦更強，根本不需一個固定辦公點，因此我不特別看好。投資分層商廈，除非可增值，否則不會投資。」

高息環境下，投資物業要獲利難度提高。港人一向喜歡買樓收租，提供穩定回報之餘，亦同時享受價格升值。他認為，當物業價格升至全球最高價，在資訊流動下，投資者選擇多，「買樓收租有磚頭及享回報率，但能否像以前般賺很多錢，可以養一代人，我覺得未必。現今資訊發達，資金流通，在東南亞市場如緬甸、柬埔寨及越南，錢可以輕易進出，30年前根本沒有如此投資機會。」

看好醫療業務 購物業發展

趙朗認為，必須把物業與用戶及業務配合，進行高增值才值得發展，故此最近開始投資醫療業務。早前全仁醫療集團及趙朗成立價值1億美元的合資公司，該合資公司的第一宗房地產交易，收購銅鑼灣羅素街8號英皇鐘錶珠寶中心面積4,718平方呎的商業單位，涉及9,628萬元。

趙朗指，投資該機構是看好該集團提供的一站式醫學影像診斷及醫療服務企業，「跟全仁醫療集團創始執行主席劉仲恒醫生認識及交流，發現放射科 (Radiology) 在香港是嚴重不足，非緊急病人要等一至兩年，因此私營醫療市場可以填補空缺。」他指出，該業務的入場門檻高，機器每部3,000萬至4,000萬元，業主方面必須提供極長租約以配合，但業主亦因對方遷出機會低，加租幅度高，認為最好持有物業自用，可作長遠發展。

他指，啟動1億美元資金，希望首兩年開6間分店，換言之會尋找相應物業，「長遠會成立基金，而之前需要有基本資產，故兩年會物色物業用作醫療中心，希望兩年內注入基金，讓機構、專業投資者包括家族辦公室、富二代等投資，終極目標是業務可以上市。」

(星島日報)

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SHKP's Novo Land maintains prices in new list

Sun Hung Kai Properties (0016) unveiled the second price list of its new project in Tuen Mun yesterday, keeping the price of the latest batch of Phase 2A of Novo Land largely same as the last one.

This came as the property market remained lackluster with only four units sold in the 10 major housing estates over the weekend.

SHKP's latest release includes 93 flats priced HK$13,888 per square foot after discounts on average. This is 2.1 percent above the HK$13,598 of the first batch, taking into account different views and levels.

The batch comprises units from studio flats to three-bedroom apartments with sizes ranging from 245 to 667 sq ft. They are being sold for HK$3.49 million to HK$8.5 million after discounts, or between HK$12,728 and HK$14,775 per sq ft.

More than 30,000 people have visited the showrooms, according to the developer. It expected to receive some 3,000 checks by yesterday, that would make the 279 units in the two batches nearly 10 times oversubscribed.

Sales are expected to take place at the weekend at the earliest.

In the secondary market, a property agency recorded only four transactions in the 10 blue-chip housing estates over the weekend, a 20 percent drop from the previous week.

It was the fifth consecutive week with single-digit sale results. There was no transaction in six estates.

An agent said market sentiments remained weak amid interest rate hikes and volatile stock performances.

"There's no positive news for the market for now," the agent said.

However, the agent believes property prices would start picking up in the second half of the year once the financial market stabilizes.

In a related development, the Hongkong and Shanghai Banking Corporation was reported to have increased the cash rebates to 3 percent - the highest since 2007 - for the mortgage loans of certain customers in order to compete with other money lenders.

With a view to increasing its market share, HSBC is reportedly offering a 3 percent rebate for selected customers who apply to borrow mortgage loans of at least HK$5 million. The loan size should also account for 90 percent of the value of the property concerned.

Peers like Hang Seng Bank (0011) and BOC Hong Kong (2388) have also introduced similar promotions to boost their mortgage business.

However, mortgage advisors said the incentives may be temporary and a further increase in rebates is unlikely given the slim profit margin.