周大福(01929.HK):下半财年港澳续租租金约有20%减幅 目前没有裁员计划
周大福(01929.HK)执行董事郑志刚在网上发布会上表示,预期疲弱的环球市况及香港的现况将会继续影响集团的业务,港澳市场业务在未来6至12个月的前景充满挑战,但有信心透过在中国内地较次级城市及县级城镇的渗透率及持续优化零售体验,中国内地业务会为集团继续带来稳定的增长。集团会在加强稳健的财务状况;有效运用资源;以及提升员工的能力等三方面着手。
财务董事郑炳熙指,目前公司正积极与业主商谈减租。虽然在2020财年的续租分店不多,但2021财年的续租店铺达40多间,相信届时在财务报表内可充分反映出租金下调及减少店铺数目对财务的正面影响。现时正不断检讨店铺的效益,预期会关闭的店铺多於高单位数。执行董事孙志强补充,根据目前与业主洽谈好的情况,港澳地区的续租租金在2020财年下半年约有20%减幅,街铺的租金跌幅会较明显,购物中心的租金亦有录得下调,预期2020全个财年的续租租金有14至16%减幅。
郑炳熙提到,公司目前并没有裁员计划,亦没有要求同事放无薪假,仅会采取让员工自然流失的措施。他强调,员工是公司重要的资产,希望能藉此时多作培训的工作,以提升他们的竞争力。另外,公司现时已开始在港澳地区减少广告宣传费用及行政成本。
他又指,会沿用过去三年所采用的派息政策,即按照自由现金流水平来对比净利润来厘定。若全个财年的表现符合预期,相信派息比率可维持在60至80水平。
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