工商铺价大调整 再跌5%见底

「理想」邓健明：民生区铺 疫下投资价值高

疫情冲击商业市道，理想集团行政总裁邓健明认为，环球疫情令商业市道復甦期较长，料明年上半年工商铺跌价约5%，已接近底，下半年市况才好转，邓健明料疫情下民生区铺位投资价值较高。

理想集团主力投资非住宅物业，而今次疫情正面冲击商用物业，邓健明指，疫情下整体楼市也受影响，「由社会运动至今年疫情，整体市况欠佳，加上疫情亦不只香港，环球相当严峻。香港股市有新经济股集资，受影响才较小。住宅市场则两极化，一手销情好，二手市场普遍较弱，亦有蚀让。」

至于商用物业方面，他指无可避免受冲击，「非住宅物业渐见底，因为出现跌崖式减价，个别业主出现恐慌性拋售，铺位叫价跟5年前或10几年前购入价还要低，旅游区更明显。反而民生区铺位受影响较小，很快有承接，因为没受疫情影响，地区商场租金也没有明显下跌。」

通关未定 明年上半年有隐忧

对于明年市况，他认为通关未有时间表，上半年市况仍有隐忧，「今年底疫情持续，可能明年中才通关，商业活动定受打击。此外，政府保就业完结，可能出现公司裁员，甚至倒闭，营商环境欠佳，没有租金支持，物业难反弹。明年成交宗数料上升，但市民消费意慾始终不足，上半年市况难有起色。不过，因物业价格已明显调整，估计工商铺再跌约5%便见底。」

工商铺减辣 料可带动成交

上星期施政报告中，政府宣布撤走双倍印花税，他认为可推动市场，「可让商家在资金调动上较灵活，毕竟疫市下营商环境差，亦无人可预计何时疫情完结。工商铺是投资者主导，自用较少，减辣料可带动成交。」

最近理想集团积极推售物业，并趁市况转好而沽货套现，包括以1.4亿元，沽出粉岭联发街1号的重建地皮，地盘面积约6,780平方呎，申请兴建住宅或商业等项目 (需申请补地价)，由佳明集团 (01271) 承接。此外，亦以约3.1亿元，把荃湾理想集团广场全幢工厦沽出，物业楼高13层，地盘面积7,767平方呎，由上市公司承接。

另外，邓健明称，旗下部分物业正重新部署，如持有观塘开源道全层工厦，原打算放售，有见工作室需求大，决定分间70个单位工作室招租，面积约100平方呎，提供基本设施，每呎约25至30元，月租由2,500元起，短时间已租出10多个单位。

另集团位于屯门南丰工业城工厦约1.8万平方呎楼面，可作饮食用途。他指，屯门快将有新基建落成，现以约6,000万元放售，料有承接。

(经济日报)

Secondary sales rise over the weekend

Secondary deals at ten major housing estates rose back to double digits over the weekend, increasing by 66.7 percent to 15 deals, after the Hong Kong government said it had no plan to cut stamp duty on residential properties, according to property agent.

Another agency also reported a 15.4 percent growth in the number of second-hand deals to 15 in ten blue-chip estates over the weekend, despite concerns over the fourth wave of the Covid-19 pandemic.

Agent said that the weekend sales showed the pandemic's impact on the property market is tapering off.

With hopes rising over Covid-19 vaccines, Po said some homeowners are considering raising prices, given the housing shortage in Hong Kong and the government's failure to address long-term supply issues or slash stamp duties in the latest Policy Address.

Meanwhile, the primary market reported more than 2,600 deals so far this month, hitting a more-than-20-month high.

Meanwhile, MinMetals Land (0230) sold 258 out of 279 units in Montego Bay in Yau Tong on Saturday while Henderson Land Development (0012) sold 60 out of 68 flats in Arbour in Jordan, and released the third price list, involving 36 units with an average price of HK$25,727 per sq ft.

(The Standard)

Homes market still too hot, reveals Chan

Financial Secretary Paul Chan Mo-po said Hong Kong can't relax residential property cooling measures, as home prices are still far beyond the reach of the common man.

Though Hong Kong's economy shrank for five consecutive quarters, home prices slid less than 3 percent, and were still double than what they were in 2010 when the government introduced stamp duty, Chan wrote in a blog post yesterday. He said the government will continue to monitor home prices, transactions, supply and the macro-economy, but there was no timetable to ease the cooling measures.

Meanwhile, Secretary for Financial Services Christopher Hui Ching-yu said Hong Kong's integration into the mainland and its international advantage are "two sides of the same coin" in regard to the city's development, and deeper financial links with the mainland will help the city attract more international funds.

(The Standard)

Hongkongers expected to spend US$2.19 billion on new homes this year, the lowest since 2015, agent said

The agent expects the number of new homes sold in the whole of 2020 to be down 27 per cent to 15,000, the lowest for seven years

As developers offer their new projects at more attractive prices, home seekers have recently been flocking to the primary market

Hongkongers are expected to spend HK$170 billion (US$2.19 billion) on new homes this year, the lowest since 2015, according to property agent.

As a fourth wave of coronavirus cases adds to the woes of a property sector already hit hard by economic recession and rising unemployment, analysts expect a bumpy ride next year too.

“The sharp fall in sales is largely due to the poor market sentiment in the first half. Developers faced immense challenges to catch up the sales in the second half,” agent said.

Developers pulled in about HK$145 billion from January to November, the agent said.

In 2015, the total transaction value amounted to HK$167.14 billion.

With just a month left to the end of the year, the agent expects the number of new home sales for the whole of 2020 to be down 27 per cent to 15,000, the lowest for seven years. In 2013, there were 9,753 transactions for new homes.

As developers offer their new projects at more attractive prices, home seekers have recently been flocking to the primary market.

Another agency said the strong sales of new project launches are partly down to the slightly poorer performance of the secondary market.

Prices of lived-in flats dropped 0.6 per cent in October, according to figures released by the Rating and Valuation Department on Thursday.

“Flat viewing appointments declined by 4 per cent at the weekend [from a week ago] as owners were reluctant to offer discounts to compete with developers,” agent said.

Agent said that owners also preferred not to open their flats for public viewing amid the fourth wave of Covid-19 currently plaguing the city.

Hong Kong recorded 115 new coronavirus cases on Sunday, the highest daily increase since the latest wave of infections started more than a week ago, and the first time the city has seen a three-figure rise since the 125 cases on August 1.

Sales of new homes started to make a comeback when New World Development launched the first phase of Pavilia Farm in Tai Wai last month, pricing the units at 16 per cent lower than a nearby new project, The Garrison.

Fuelled by the low starting prices of Pavilia Farm and other projects, sales of new homes surged 110 per cent to 1,833 transactions worth HK$19.6 billion between November 1 and 25, according to property agency. Pavilia Farm accounted for 40 per cent of those.

The Pavilia Farm attracted as many as 22,000 registered buyers, allowing the builder to increase prices by about 14 per cent in the subsequent batch of units to go on sale.

By Thursday, New World Development had sold more than 2,100 units for more than HK$23 billion in phases one and two since the development’s launch last month, according to market sources.

Minmetals Land, the property subsidiary of one of China’s largest metallurgical producers, sold nearly all of the first 279 units on offer at its Montego Bay project in Yau Tong on Saturday, with as many as 17 buyers bidding for every available flat, agents said.

At Nam Cheong, Sun Hung Kai Properties (SHKP) found buyers for 52 of the 78 leftover apartments at its Cullinan West III project, agents said. On Friday, Henderson Land Development sold 65 of the first batch of 68 flats at its Arbour project in Tsim Sha Tsui.

“New home sales in November will be reflected in Land Registry data next month and in January 2021. Buying sentiment will improve in the coming months,” agent said.