香港

Lex_Hong Kong property: bargain bin
Lex专栏:抄底香港“业主”股票


购物可能不再为香港人所热衷,但股市操盘手应该在拥有香港大量商业地产的地产股中挑一挑,因这些股票眼下估值较低,其大约5%的诱人股息率看来靠得住。

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.

香港特别行政区近来有点不顺——不仅仅是在股市。购物,这座城市曾经最钟爱的消遣方式,正渐渐失去吸引力。近几个月来,奢侈品牌感受到压力,而这波低迷正传染给它们的业主。去年9月,美国时尚零售商蔻驰(Coach)关闭了位于中环的旗舰店。11月,博柏利(Burberry)表示会放弃其在太古广场(Pacific Place)主要门店的一个楼层,太古广场的业主是太古地产(Swire Properties)。

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