异动解读 | 冠君产业信托盘中大跌5.43%,旗下物业重要租户即将撤离

异动解读
Aug 19

冠君产业信托(股票代码:02778)今日盘中股价大跌5.43%,引起市场关注。这一显著下跌与该公司旗下物业即将失去一个重要租户的消息密切相关。

据报道,英国零售巨头马莎百货(Marks & Spencer)旗下的M&S Food分店将于本周日(24日)结束在冠君产业信托位于旺角朗豪坊的经营。该店已在此处经营近10年,以其特色食品、饮料和即食餐点而闻名,其中Tiramisu甜品曾在社交媒体上引起轰动。店铺关闭的原因是租约期满,目前正在进行清仓促销,顾客购买满250港元可享受88折优惠。

这一消息引发了投资者对冠君产业信托未来租金收入和物业出租率的担忧。作为一家主要投资于香港优质商业地产的房地产投资信托基金,租户的稳定性对其业绩表现至关重要。M&S Food的撤离可能会对朗豪坊的客流量和整体吸引力产生负面影响,进而影响冠君产业信托的收益。市场将密切关注冠君产业信托能否迅速找到新的优质租户来填补这一空缺,以及这一事件是否会对其他物业的租赁情况产生连锁反应。

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