新創建(00659.HK):巴士經營環境嚴峻 不評論個別收購建議
新創建(00659.HK)去年初起大手減持首都機場(00694.HK)股份,並於今年9月9日悉數出售持股,執行董事鄭志明在業績記者會上解釋,一開始投資首都機場股份是因為該股估值低,增長潛力大,但由於集團持股僅相當於該公司總股本約10%,「話事權」有限,加上這一兩年有大興機場作分流,因此認為出售該股股份是較為合適的做法。
此外,市傳集團有意出售旗下本港公共交通業務,包括新巴及城巴,潛在買家包括央企,被問及會否有壓力只可出售此業務給中資,行政總裁馬紹祥指,巴士業務不時會收到不同收購建議,集團會按股東利益考慮,但目前沒有一個好實在的建議,因此不就個別建議及傳聞作評論。亦不會因每年一次性收益波動而影響派息政策。
馬氏又承認巴士業務經營環境嚴峻,指新巴、城巴對上一次申請加價是2017年8月,當時並未考慮2018年油價上升及車長薪金成本的問題,今年初當局批准加價,但計及補貼等,仍遠低於申請加價12%的水平,考慮公眾負擔能力後,再次提出加價。他又指,6月以來的社會運動對旗下巴士業務有負面影響,但需要重新檢視收入才能有更全面的了解。不過,馬氏強調,集團整體而言香港業務收益佔比不高,本地示威活動對業務負面影響不大。
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