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維他奶(00345.HK):內地市場遇競爭對手是好事
阿思達克 11-21 17:24

維他奶國際(00345.HK)主席羅友禮在業績發布會上表示,對於在內地發展遇上競爭對手是一件好事,因為只得一家公司在內地市場推廣豆奶及植物奶涉及很大的投資。若競爭者增加,能將市場做大,從而令公司有健康的增長。

他坦言,在上次公布業績前股價上升至高位的情況是不現實,亦令他感覺不舒服,認為是由市場預期過高所推動。在公布業績後股價回落,他認為這才是正常的發展。

被問及本港的社會運動有否對公司業績帶來影響時,行政總裁陸博濤指社會運動導致的經濟衰退對各行各業都有負面影響,而這亦不是第一次面對的挑戰。他留意到在7至9月份的第二財季,來自超級市場的渠道銷售表現好過首財季,相信是因為受到期內家庭零售增加所帶動。

在澳洲業務方面,由於今年當地發生異常嚴重的旱災,收成大減,影響原材料價格,亦因供應不穩繼而削弱公司增加顧客銷量的能力。他指出,公司已制定替代方案,包括從澳洲內外地區尋求新供應等,令供應鏈在中期恢復穩定。公司於上半年仍能維持市場領導地位,但預計旱情將對本財政年度下半年的銷量及溢利造成負面影響,並須待2020年方能回穩。

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