Platt Nera(01949.HK)預計年度收益及溢利大幅下降
格隆匯11月22日丨Platt Nera(01949.HK)公佈,公司預計截至2019年12月31日止全年錄得的公司擁有人應占收益及溢利將較2018年大幅下降。上述下降預計是由於以下主要因素導致︰1)公司仍與客户F共同明確CDM項目的結果,該項目預期會對2019財政年度的收益及溢利有重大貢獻,但因CDM項目延遲對ATM項目的進程亦有不利影響,而該集團目前預計於2020年上半年而非2019年開展ATM項目。2)按公司於2019年6月28日刊發的招股章程第76頁所闡述,泰國所有現有磁條卡須於2019年底之前更換為符合泰國銀行芯片卡標準的芯片卡。
該集團的主要客户BAAC一直聯絡農村客户(其主要客户),將在其客户手上磁條卡於2019年底(目前已延至2020年1月15日)失效前更換為新的芯片卡及╱或借記卡。上述替換後,集團可收取換卡費和較高年費(替換成芯片卡╱借記卡後),故預期可於2019年為該集團帶來重大收益。
雖然泰國中央銀行泰國銀行積極推動磁條卡替換,該集團亦積極支持磁條卡替換且BAAC堅持可達成磁條卡替換的目標,但根據該集團的觀察,截至2019年10月底,BAAC的磁條卡替換進度一直落後。2019年11月與BAAC商討後,該集團認為2019年更換的磁條卡數目可能會遠低於早前在2019年6月左右作出的估計,因此會對該集團2019年的收益有不利影響。
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