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維他奶(00345.HK)稱未有考慮拆細股份將大幅投資品牌價值
阿思達克 06-20 17:32

維他奶(00345.HK)執行主席羅友禮在全年業績記者會上表示,股價表現有上有落,目前未有考慮拆細集團股份,會專注於發展基本業務。他又稱明年為集團80周年,慶祝活動仍在籌備中,未有回應會否派特別息等。被問及是否有退休計劃,羅氏指自己仍很喜愛飲品行業。

另外,羅友禮預計集團2019/20財年收入表現穩健,但增速會稍為緩和,而集團將大幅投資品牌價值、企業能力及基建設施,以在競爭日趨激烈的市場環境中保持業務長遠增長。

行政總裁陸博濤則指,內地業務所用黃豆均屬本土採購,如中國減少採購美國黃豆會造成直接影響,集團會小心觀察,但目前認為成本等方面仍然可控。至於中國業務下半財年經營溢利增長速度放緩,他指是由於季節性因素影響,加上上半財年增長優於預期導致對比數字較高,未來目標為增速可稍快於市場水平,會繼續在品牌認知度等作投入。

集團首席財務總監劉健成提到,雖然中國業務佔收入比例達60%,但香港資產佔比仍達50%,因此集團繼續採用港元作結算貨幣。若未來多於75%資產於內地,集團或會考慮改用人民幣作結算。對於人民幣貶值,他稱內地業務原材料購買及收入均使用人民幣,因此匯率上可作自然對沖,使業務毛利保持穩定。

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