光大控股(00165.HK)冀藉市場調整把握投資機會 中長期仍看好飛機租賃商機
光大控股(00165.HK)首席執行官趙威在全年業績電話會議上表示,新型冠狀病毒疫情令全球金融市場劇烈動盪及波動,對集團短期經營亦造成影響,但集團作為價值型資產管理平台,有對目前環境作充份準備,會藉市場動盪使資產估值下降,把握併購機會,加大力度投資符合集團投資區域要求的資產。
他指,集團期望透過是次市場調整機會,補齊業務短板及加強內部協調,會尋找及跟蹤符合投資要求的機會,以增強集團四大平台業務的互補及協同發展,至於存量投資亦會作結構性調整,使投資組合更為健康。
對於投資之一的中飛租賃(01848.HK)在疫情之下受到的影響,趙威稱中飛租賃短期受疫情的影響較大及有陣痛,但集團對飛機租賃業務的中長期商機仍然看好,而中飛租賃主要為輕資產,且有全生命周期產業鏈,相信可對是次疫情有對沖能力。
另外,首席戰略官蘇曉鵬提到,集團母基金業務過去數年的發展快速,可配合地區產業需求,旗下母基金的資產管理規模已達230億元,會繼續重點發展華中及華南等地的母基金市場,相信未來該業務對集團的收入及資產管理規模可帶來不俗貢獻。
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