2017年8月7日星期一

07 Aug 17 - 冠君產業信託(2778) 朗豪坊辦公大樓

鷹君集團(0041)羅氏家族因為老太羅杜莉君申請撤換家族基金信託人匯豐,引起爭產疑雲。 滙豐國際信託自1984年4月起,擔任羅氏家族信託基金信託人的身分已經超過33年。羅氏的家族信託持有鷹君33.48%股權。 羅啟瑞在鷹君(0041)股東會被大量反對票「踢出局」,同時不再擔任副董事總經理及董事會轄下財務委員會委員。 冠君產業(2778)招標出售旺角朗豪坊辦公大樓,市場估計也可能與家族爭產疑雲有關,是把旗下物業換成現金來分配。



鷹君分拆的冠君產業(2778)及朗廷酒店(1270),都由羅嘉瑞出任主席,連同鷹君集團,三企市值超過600億元。 至於四子羅康瑞一直另立門戶,1970年代創立瑞安集團,旗下有瑞安房地產(0272)及瑞安建築(0983)。



朗豪坊辦公大樓全球公開招標出售,根據第一太平戴維斯的資料,意向價245億元,每平方呎樓面地價逾35000元,截標日期暫定於今年9月至10月,但仍需視乎買意意向決定時間表,預計8月底能公佈確實時間。 除35-37樓、55樓及公共區域,冠君產業信託全權擁有朗豪坊辦公大樓。 朗豪坊辦公大樓可出租總面積約70.3萬平方呎,已全部租出。截至去年底物業收益淨額為2.95億元,佔冠君產業信託整體物業收益淨額14.6%。

冠君年報顯示去年底朗豪坊辦公大樓估值約為84.77億元,佔公司物業總估值的12.7%。

獲聘任的首席代理第一太平戴維斯大中華行政總裁李偉文表示,意向價的訂立考慮因素,包括臨近地區物業的每方呎價,如九龍灣已升至2.5至2.7萬,而同類物業如中環IFC及交易廣場、九龍的ICC,均未有在市場出售,故能在市場出售的稀有全幢甲級摩天大廈,一般須有30%至40%溢價才能吸引業主出售。現時很多香港新建商廈均設有高度限制,要在建造全新摩天大樓可能性較低。

■  27 May 16 - 冠君產業信託(2778) 全年業績


財務自由夢兄在7月中已有分析,筆者的計算與財務自由夢兄的相似。

■  財務自由夢: 冠君產業招標擬出售旺角朗豪坊辨公大樓簡單分析 (2017年7月22日)



現時香港共有多隻REITS上市,不少都是由上市公司背景,或就是由上市公司分拆出來。 例如由長實(0001)旗下的置富產業信託、泓富產業信託及匯賢產業信託;越秀(0123)旗下越秀房產信託基金;恆基(0012)旗下陽光房產;富豪國際(0078)旗下富豪產業信託(1881)。

■  15 Apr 16 - 越秀房產信託(0405)全年業績
■  18 Feb 16 - 陽光房產信託(0435)中期業績
■  09 Aug 16 - 置富產業信託(0778)中期業績
■  07 Apr 17 - 泓富產業信託(0808) 全年業績
■  11 Jul 16 - 領展房產基金(0823)全年業績
■  31 Mar 17 - 朗廷酒店投資(1270)全年業績
■  24 Apr 16 - 春泉產業信託(1426)全年業績
■  01 May 16 - 匯賢產業信託(87001)全年業績


公司簡介冠君產業信託(2778)為房地產投資信託基金,主要投資於香港寫字樓及零售物業。
目前市值 (港元)348.72億元
現時股價 (港元)6.00元 (2017-08-07 收市價)
市盈率10.91倍
每股盈利 (港元)0.550元
市帳率0.69倍
每股帳面淨值 (港元)8.716元

2017年4月25日星期二

25 Apr 17 - The Camera Man

The Camera Man (Part 2 of 2)

Author: T Howell

■  24 Apr 17 - The Camera Man


   “Come on, Jadie! Let's take a picture with Daddy!” It was her mother’s voice. The voice was soft and tender, like she was talking to a little kid. A sound of a train was hooting somewhere, and there were many people walking in and out of the platforms. Sure enough, a cute girl with a pink dress and shoulder-length hair came running into the woman’s welcoming arms.



   “Say cheese!” It was a man’s voice this time. Her father’s. A man with short greased hair was laughing joyfully and aiming the camera at his wife and daughter, who was smiling in a cute goofy way. A train hooted again somewhere, and steam filled the scene as another bright flash hit Jade’s eyes, and she realised she was standing in her bedroom the entire time of her flashback, shaking slightly.

   “I… I want to calm down…” Jade stammered as she slightly knocked her father out of the way with her shoulder and finally out the house. She walked aimlessly, and stopped by the old teddy bear shop, staring at one of her favourite fluffy old bears with its wide eyes twinkling. She recalled how her mother’s eyes also sparkled whenever she called out her name. Hot tears streamed down her face uncontrollably as she ran down the street, stumbling on her feet occasionally, forcing every bit of sadness out of her. She let a sob escape her throat, when she ran past the familiar place she got her red bike. The place her mother had bought her the red bike.

   Then she stopped running. She’d already arrived at the end of the street. The brick wall towered over her. She looked up slowly, surprised and somewhat shocked on how she’d run so quickly, yet she wasn't panting her lungs out. Looking to her right, she noticed the familiar art workshop she used to have lessons at, where she would draw pictures with her mother and laugh with the teachers who taught there. She walked over, looked through the window and gasped in surprise. It was the piece of drawing she drew with her mother and father when she was only six, hanging with a frame just above the receptionist’s desk. The colourful painting has a family of three, plus a giant teddy bear behind them, with words “Family Forever” plastered at the very front of the piece of art. Family forever… Jade staggered backwards a bit before turning around and running home. Family forever… The words kept ringing in her mind as she was running all the way back from where she came. She crashed through the front doors, panting slightly, and searched the house.

2017年4月24日星期一

24 Apr 17 - The Camera Man

The Camera Man (Part 1 of 2)

Author: T Howell




   Jade rushed through the automatic doors and crashed into her mother’s room.

   “Mom!” Her face streamed with tears as she rushed to sit on her mother’s bed and held her hand tightly. She glanced desperately at the computer screen. Her heart rate is falling.

   “It's all going to be alright, Mom. Just keep looking at me!” Jade cried, terrified. But her mother only smiled and closed her eyes, whispering, “I love you, Jade.” Her head lolled to one side, and the grip on Jade’s hand loosened, as if in a quiet, peaceful sleep, but the room echoed with a long single beep.

   “Jade! Wake up!” Mom, don't leave… “Jade you got to get up now, it's late!” No Mom please… “WAKE UP JADE!”

   Jade jumped and sat up, rubbing her eyes. The sun was shining through the silk white curtains, as if signalling the start of a new day, nearly blinding her. She was on her bed. She must've had a bad dream.

   Suddenly, a bright flash was seen, and her father stood at the doorway, holding up his camera and smiling at the screen.

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