维他奶(00345.HK)称未有考虑拆细股份将大幅投资品牌价值
维他奶(00345.HK)执行主席罗友礼在全年业绩记者会上表示,股价表现有上有落,目前未有考虑拆细集团股份,会专注於发展基本业务。他又称明年为集团80周年,庆祝活动仍在筹备中,未有回应会否派特别息等。被问及是否有退休计划,罗氏指自己仍很喜爱饮品行业。
另外,罗友礼预计集团2019/20财年收入表现稳健,但增速会稍为缓和,而集团将大幅投资品牌价值、企业能力及基建设施,以在竞争日趋激烈的市场环境中保持业务长远增长。
行政总裁陆博涛则指,内地业务所用黄豆均属本土采购,如中国减少采购美国黄豆会造成直接影响,集团会小心观察,但目前认为成本等方面仍然可控。至於中国业务下半财年经营溢利增长速度放缓,他指是由於季节性因素影响,加上上半财年增长优於预期导致对比数字较高,未来目标为增速可稍快於市场水平,会继续在品牌认知度等作投入。
集团首席财务总监刘健成提到,虽然中国业务占收入比例达60%,但香港资产占比仍达50%,因此集团继续采用港元作结算货币。若未来多於75%资产於内地,集团或会考虑改用人民币作结算。对於人民币贬值,他称内地业务原材料购买及收入均使用人民币,因此汇率上可作自然对冲,使业务毛利保持稳定。
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