หลังจากปิด Q1/2016 พร้อมๆ กับการสิ้นสุดมาตราการชุดแรก ลดค่าโอน-จดจำนอง บริษัทพัฒนาอสังหาริมทรัพย์รายใหญ่ พากับตบเท้าออกมาแถลงผลงานประจำไตรมาส ซึ่งถ้าดูจากตัวเลขต้องบอกเลยว่า เวอร์วังอลังการมากค่ะคุณ!!! แต่…จะสอดคล้องกับสภาพเศรษฐกิจแค่ไหน คงต้องใช้วิจารณญาณประเมินกันเอง 😉
รายได้รวมเฉพาะไตรมาสเทียบ 2 ปี
Developer | Q1/2016 (mb.) | Q1/2015 (mb.) | เพิ่ม % |
PS | 10,299 | 8,352 | 23.30% |
LH | 7,923 | 5,845 | 34.56% |
SIRI | 7,686 | 6,971 | 10% |
SPALI | 6,275 | 5,031 | 25% |
QH | 5,253 | 3,976 | 32% |
LPN | 4,424.00 | 2,182.49 | 102.71% |
AP | 4,172 | 5,220 | (-20%) |
SC | 3,327 | 2.072.32 | 60% |
ANAN | 2,595 | 1,394 | 86.30% |
GOLD | 2,405.00 | 1,646.96 | 46.10% |
Pruksa Real Estate (PS) ยังคงครองรายได้สูงสุด ถือว่าได้อานิงส์จากมาตราการรัฐ: ลดค่าโอน-จดจำนองไปเต็มๆ ประกอบกับบริษัทได้มีการจัดแคมเปญเสริมภายใต้ชื่อ “PS Best Buy Moment 2016” ซึ่งบริษัทสามารถทำยอดขายจากแคมเปญดังกล่าวได้ถึง 8,000 ลบ. ส่งผลให้ผลประกอบการในไตรมาส 1/59 มีอัตราการเติบโตอย่างเห็นได้ชัด ทำให้มีการปรับเป้ารายได้จากเดิม 52,000 ลบ. เป็น 53,000 ลบ.
Land & Houses (LH) ยอดโอนเติบโต 35% เป็น 7,016 ลบ. เป็นผลจากยอดจองแนวราบเติบโตดีและมีการโอนคอนโดต่อเนื่อง 4-5 โครงการ รวมถึงโครงการที่เพิ่งสร้างเสร็จอย่าง The Room สุขุมวิท 69 ส่วนรายจ่ายในการขายและบริหารเพิ่มแค่ 12% เพราะมีมาตรการรัฐช่วยหนุนไว้ ทำให้ลดภาษีการโอนได้ ประกอบกับผลประกอบการของบริษัทร่วมอย่าง Homepro, Q.House, และ LH Bank ดีขึ้น
Sansiri (SIRI) มองว่า ผลประกอบการที่ดีมาจากยอดโอนคอนโดตากอากาศ The Base Central Pattaya ที่สามารถโอนได้ถึง 1,100 ลบ. รวมทั้งยังสามารถปิดการโอน 100% ในโครงการบ้านเพียงเพลิน หัวหิน และบ้านทิวลม ชะอำ และดีคอนโด ซายน์ เชียงใหม่ นอกจากนี้ยังสามารถสร้างยอดโอนจากโครงการฮาสุ เฮาส์ ในทำเลสุขุมวิท 77 อ่อนนุช ได้ถึง 1,000 ลบ. ขณะที่บริษัทบริษัทสามารถสร้างยอดขายได้ประมาณ 5,000 ลบ. จากการปิดการขายคอนโดมิเนียมในโครงการ เดอะ เบส พาร์ค อีสต์ สุขุมวิท 77 และดีคอนโด อ่อนนุช – พระราม 9 ที่เพิ่งเปิดการขายในช่วงปลายเดือนกุมภาพันธ์ที่ผ่านมา
กำไรสุทธิเฉพาะไตรมาสเทียบ 2 ปี
Developer | Q1/2016 (mb.) | Q1/2015 (mb.) | เพิ่ม % |
PS | 1,266 | 891 | 42.10% |
LH | 1,996.00 | 1,345.33 | 48.33% |
SIRI | 556 | 541 | 3% |
SPALI | 1,397 | 903 | 55% |
QH | 744 | 559 | 33% |
LPN | 704.2 | 292.06 | 141.20% |
AP | 455 | 560 | 10.90% |
SC | 469 | 159.731 | 194% |
ANAN | 149 | 74 | 102.10% |
GOLD | 198 | 126.84 | 56.40% |
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