复星旅文(01992.HK):首两月渡假村仍有增长 三亚项目复开入住率己回升
复星旅文(01992.HK)董事长、执行董事及首席执行官钱建农於记者会上表示,新型肺炎的爆发成最大黑天鹅,对行业有负面影响,但首两个月渡假村的营业额仍录8%增长,EBITDA升逾20%至约5,000万元人民币,认为是其全球化布局优势所带动。
他重申公司现金流充沛,至去年底有现金或等价物21亿元人民币,另有25亿元银行授信额度,未来也会继续管控好财务,以准备现金应对疫情的影响。
他指,现时欧洲疫情蔓延,正合理控制营运和总部成本,暂停部份渡假村和旅行目的地的营业,及推出员工和客户关怀计划,并会等待更多投资机会,目前投资团队也继续关注全球行业变化和投资机会,相信疫情过後,行业会有整合出现,有准备企业会有更多机会。
他又指,随着内地疫情已初步得到遏制,位於三亚亚特兰蒂斯已於上周末复开,入住率已回复去年同期的50%,目前亦开始进行暑假的营销。因应目前国内出境游仍然受限,相信出境游的人士会转为国内游,利好旗下项目,故对疫情後业绩反弹十分有信心,预期会有报复性成长。
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