周大福(01929.HK):下半財年港澳續租租金約有20%減幅 目前沒有裁員計劃
周大福(01929.HK)執行董事鄭志剛在網上發布會上表示,預期疲弱的環球市況及香港的現況將會繼續影響集團的業務,港澳市場業務在未來6至12個月的前景充滿挑戰,但有信心透過在中國內地較次級城市及縣級城鎮的滲透率及持續優化零售體驗,中國內地業務會為集團繼續帶來穩定的增長。集團會在加強穩健的財務狀況;有效運用資源;以及提升員工的能力等三方面著手。
財務董事鄭炳熙指,目前公司正積極與業主商談減租。雖然在2020財年的續租分店不多,但2021財年的續租店舖達40多間,相信屆時在財務報表內可充分反映出租金下調及減少店舖數目對財務的正面影響。現時正不斷檢討店舖的效益,預期會關閉的店舖多於高單位數。執行董事孫志強補充,根據目前與業主洽談好的情況,港澳地區的續租租金在2020財年下半年約有20%減幅,街舖的租金跌幅會較明顯,購物中心的租金亦有錄得下調,預期2020全個財年的續租租金有14至16%減幅。
鄭炳熙提到,公司目前並沒有裁員計劃,亦沒有要求同事放無薪假,僅會採取讓員工自然流失的措施。他強調,員工是公司重要的資產,希望能藉此時多作培訓的工作,以提升他們的競爭力。另外,公司現時已開始在港澳地區減少廣告宣傳費用及行政成本。
他又指,會沿用過去三年所採用的派息政策,即按照自由現金流水平來對比淨利潤來釐定。若全個財年的表現符合預期,相信派息比率可維持在60至80水平。
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