港視(01137.HK)首提冀2021年底前EBITDA由負轉正
香港電視(01137.HK)主席王維基出席業績發布會時首次提及期望於2021年底或之前,在扣除利息、稅項、折舊及推銷前盈利的層面上達到收支平衡,公司將透過提升不同產品類別的毛利率、降低物流配送成本以及規模效益等達到相關目標。
而受近期市況影響,公司稍為下調年初訂下的目標,包括將今年訂單總額目標由32億元降至27.5億元,而O2O分店目標則由原先120家分店降至65家。他指出,公司主要針對民生消費,所以在近期社會事件下公司所受影響相對較其他行業少一點,但認為中美貿易戰及香港內部事務等均會影響經濟,故稍為下調全年增長目標,認為未來消費意欲未必如過往旺,冀謹慎一點保留實力。
針對競爭對手「士多」早前遭網民杯葛,王維基透露七、八月份的交易額仍有升幅,但不認為增長是來自競爭對手,而是因為客戶近年亦少了到訪實體店,改為網購,強調超級市場類貨品佔公司銷售約三成左右。被問及近期交易額升勢是否受社會事件帶動,他認為只是因為網購越來越方便,無論有沒有社會事件市民都少了「落街」,例如自由行多的時候市民還不是少了「落街」。
他又指現時旗下平台已有兩家保險公司進駐,包括是富衛及蘇黎世保險,未來將有第三間保險公司進駐,冀年底前除投資性保險外其他類型的保險產品均可在平台上推出。
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