《藍籌業績》太古(00019.HK)去年基本溢利按年增1.09倍至178億元遠勝預期 第二次中期息1.65元
太古(00019.HK)公布截至去年12月底止全年業績,收益856.52億元,按年升1.2%。基本溢利為177.97億元,按年升109%,遠勝市場預期的73.6億元。純利90.07億元,按年跌61.9%;每股A股盈利6元,B股(00087.HK)為1.2元。A股派第二次中期股息1.65元,B股為0.33元;對上財年同期分別派1.8元及0.36元。累計全年A股息為3元,B股為0.6元,均按年持平。
公司指,股息政策是實現股息持續增長,並持續將約一半的基本溢利用以派發一般股息。由於爆發新型冠狀病毒後前景變得極具挑戰和不明朗,太古相信將年度股息維持不變而非增加派息,實屬審慎的做法。
期內,物業部門整體業績穩定,當中來自中國內地零售投資物業的租金收入增長令人鼓舞;國泰航空(00293.HK)於上半年表現良好,但受到全球貿易磨擦及下半年香港社會事件的不利影響;港機的大部分業務表現堅穩;太古可口可樂錄得強勁的溢利增長,尤以中國內地業務為甚;太古海洋開發集團繼續錄得虧損,並再錄得一項重大的減值支出。
公司又指,年度內以具吸引力的估值出售了多項非核心資產,出售所得款項為340億元,大幅增強集團的資產負債狀況。去年底在撇除租賃負債後的資本淨負債比率錄14.2%,較2018年底減少5.1個百分點。
公司預期,今年面對本地及全球重大的挑戰,香港和中國內地的業務受到新型冠狀病毒疫情的不利影響,旗下國泰航空所面對的影響尤其嚴重,預計集團於年上半年將錄得經常性虧損。然而公司相信,太古公司長遠的成功發展,將反映中國內地持續增長,以及香港在面對現有問題下仍能維持其主要國際金融及商業中心的優勢。
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