香港

Lex_Hong Kong property: bargain bin
Lex專欄:摸底香港「業主」股票


購物可能不再爲香港人所熱衷,但股市操盤手應該在擁有香港大量商業地產的地產股中挑一挑,因這些股票眼下估值較低,其大約5%的誘人殖利率看來靠得住。

All is not well in the special administrative region of Hong Kong — and not just in the stock market. Shopping, once a favoured pastime in the city, is losing its appeal. Luxury brands have been feeling the pinch for some months, and the malaise is spreading to their landlords. Last September Coach, the US fashion retailer, closed its flagship shop in Central. In November, Burberry said it would give up a floor of its main shop in Pacific Place, a mall owned by landlord Swire Properties.

香港特別行政區近來有點不順——不僅僅是在股市。購物,這座城市曾經最鍾愛的消遣方式,正漸漸失去吸引力。近幾個月來,奢侈品牌感受到壓力,而這波低迷正傳染給它們的業主。去年9月,美國時尚零售商蔻馳(Coach)關閉了位於中環的旗艦店。11月,博柏利(Burberry)表示會放棄其在太古廣場(Pacific Place)主要門店的一個樓層,太古廣場的業主是太古地產(Swire Properties)。

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