医思医疗(02138.HK)续物色医疗及医美并购机会冀维持高派息比
医思医疗(02138.HK)营运总监李嘉豪出席业绩发布会时表示,上财年集团医疗服务收入占比提升至28.5%,相关业务属集团其中一个发展重点,而相关业务收入增长达76.8%,但其他非医疗业务亦有增长,强调不会侧重於某一方面。在收并购方面,他指出公司每次做收购合并都能成功将资源整合,日後会继续在医疗及医美行业寻找并购对象,有相关消息会再作公布。
针对公司早前收购市场推广业务,他指出网络、社交媒体推广等对公司而言十分重要,每年均花费逾亿元作推广及广告等,为得到更好服务故收购相关业务,相信可助改善公司在资讯科技方面的表现。
公司上财年派息比率为98%,财务总监罗文达指出派息是因为公司资金充裕,同时已考虑利润、营运资金及内部需求等,去年公司资本开支为2.7亿元,预计来年资本开支将维持在1-2亿元水平,如有好的并购项目,公司亦有足够资金应付。李嘉豪又补充,管理层预期将继续维持高派息率。
主席兼行政总裁邓志辉指公司早前与企鹅医生合作在香港开设两间诊所,虽未能透露具体营运数据,但双方均满意诊所表现,未来三年将在民生区域开设20家全科诊所,现时每家分店预计回本期为3-5年,而每家诊所投资成本约500万左右。
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