【127 Performance】Chinese Property's full-year loss narrows to 390 million yuan; no final dividend paid

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Chinese Estates Holdings (00127) Announces full-year results. The company’s attributable loss is HKD 390 million, narrowing by 81.6% year-on-year. Earnings per share are HKD 0.204. Excluding a major non-cash loss of HKD 550 million, the core attributable profit would be HKD 160 million. Chinese Estates stated that to retain more cash for future opportunities in financial, property, or securities investments, no final dividend will be paid. The company’s share price fell 2.3% to HKD 1.27 at midday, with a turnover of HKD 53,000.

During the period, Chinese Estates’ revenue was HKD 300 million, down 10.6% year-on-year, mainly due to a HKD 39.8 million decrease in total rental income. Gross profit was HKD 260 million, down 7.9%.

In property leasing, rental income from non-retail segments decreased 27.5% to HKD 100 million, while retail rental income decreased 2.6% to HKD 64.6 million, resulting in total rental income of HKD 160 million, a 19.5% decline. Net rental income attributable to the company was HKD 230 million, down 13.4% year-on-year.

No property sales or disposals were made during the period.

In securities investments, net gains from securities and financial products amounted to HKD 81.1 million, compared to a net loss of HKD 4.4 million in 2024.

Chinese Estates said that benefiting from strong IPO activity, low borrowing costs, stable Hong Kong interbank rates, and favorable government policies, the Hong Kong stock market experienced steady growth over the past year. These factors are expected to continue supporting market vitality and boosting confidence in the residential property market. The group’s new industrial redevelopment project in Tsuen Wan presents both opportunities and challenges. The company will continue to strive to improve occupancy rates and sales amid headwinds.

The retail sector is expected to stabilize in 2025, with retail sales further strengthening this year. Although retail leasing conditions are expected to improve, office leasing remains under pressure, and overall rental levels may continue to be subdued.

Source: Chinese Estates Holdings Announcement

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