新创建(00659.HK):巴士经营环境严峻 不评论个别收购建议
新创建(00659.HK)去年初起大手减持首都机场(00694.HK)股份,并於今年9月9日悉数出售持股,执行董事郑志明在业绩记者会上解释,一开始投资首都机场股份是因为该股估值低,增长潜力大,但由於集团持股仅相当於该公司总股本约10%,「话事权」有限,加上这一两年有大兴机场作分流,因此认为出售该股股份是较为合适的做法。
此外,市传集团有意出售旗下本港公共交通业务,包括新巴及城巴,潜在买家包括央企,被问及会否有压力只可出售此业务给中资,行政总裁马绍祥指,巴士业务不时会收到不同收购建议,集团会按股东利益考虑,但目前没有一个好实在的建议,因此不就个别建议及传闻作评论。亦不会因每年一次性收益波动而影响派息政策。
马氏又承认巴士业务经营环境严峻,指新巴、城巴对上一次申请加价是2017年8月,当时并未考虑2018年油价上升及车长薪金成本的问题,今年初当局批准加价,但计及补贴等,仍远低於申请加价12%的水平,考虑公众负担能力後,再次提出加价。他又指,6月以来的社会运动对旗下巴士业务有负面影响,但需要重新检视收入才能有更全面的了解。不过,马氏强调,集团整体而言香港业务收益占比不高,本地示威活动对业务负面影响不大。
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