Monday, September 09, 2013

日本尋寶

2020年奧運舉辦權終由日本東京奪得,另外兩個對手土耳其的伊斯坦布爾和西班牙的馬德里落敗而回,特別是伊斯坦布爾已五度申奧失敗,肯定最失望。

其實,今次對奧委會成員來說,絕對是慘選,因為西班牙的馬德里面對歐債危機,究竟有否足夠財力應付,確成疑問,即使當地有金錢源源不斷的豪門球隊皇家馬德里,買個球星也豪花1億歐元,奈何該國經濟衰退,加上失業率逾27%,即使想藉盛事創造就業和刺激經濟,可惜依然令該市連續3屆申奧落選,如連同1972年,更是4次敗興而回。

本來土耳其伊斯坦布爾也「食正」歐亞兩條水,自然成為熱門,但大規模示威相信嚇怕評審代表,如選擇該市的話,更可能負上政治指責,令其失分不少。

至於日本東京的弱勢當然來自輻射問題,只是這個問題現階段沒有顯著影響,至於7年後會……相信屆時評審已不在位,也難再追究了。相反,東京經濟實力仍強,而且上屆及下屆奧運分別由倫敦和巴西主辦,2020年重回亞洲自然成為合理解釋。

於1964年舉辦奧運的49年後,東京再獲主辦權,繼首個亞洲城市辦奧運外,更是首個亞洲城市兩度主辦奧運,肯定為首相安倍晉三加分,特別是他刺激內需的政策便可藉此大型運動,帶動經濟活動,那麼投資日本、甚至東京的公司會否有著數?

在本港上市的公司中,凱德商用(6813)這間新加坡背景公司在日本持有8個購物中心,當中4個位於東京市或附近區域,其中La Park Mizue這幢5層高購物中心更位於新宿線的瑞江站,而去年亦收購Olinas Mall,藉以提升收入,上半年收入2,556萬坡元(約1.5億港元),對比整個投資組合,日本比重不算高,但若果東京經濟好轉,消費者信心加強,確可帶動樓價水漲船高,相信也可受惠。

至於在東京擁有投資的,自然是大酒店(045),相信位於東京的半島屆時肯定受歡迎,而籌備奧運引發的商務住房需求,亦有助房租提升空間。

另一間冷門公司可能是新龍國際(529),這間分銷流動和資訊科技產品的公司拓展物業投資,雖然該集團沒有直接投資東京市的物業,卻於上周花5.1億元,買入5幢物業,供經營東橫INN的酒店,而最接近東京的,相信是位於神奈川縣的湘南平塚駅的東橫INN了,其餘分布沖繩那霸和四國德島等。

以該批物業去年收入4,661萬元計,年回報有9.1厘!當然,若果日圓續貶值,轉換為港元後難免有些小折扣。

早年盈大地產(432)走去北海道投資度假項目,也算是高瞻遠矚?

(9月9日刊於《am730》)

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