李澤鉅:即使油價在最差情況 長和系仍「承受得起有餘」
長和(00001.HK)在去年成立一家新全資電訊控股公司CK Hutchison Telecom,持有集團在歐洲及香港的電訊業務及相關資產。長和聯席董事總經理霍建寧表示,在這方面最明顯的利益是融資更容易,借貸成本因而下降。另外,目前集團已在多個地方買到5G頻譜,而興建網絡的工作每年都在進行。由於5G的技術是建基於4G,因此不需要再投入一筆大的資金去發展,資本開支結構並不會因而有大改變。
在能源業務方面,他指出目前不會令集團有虧損的油價水平為每桶38.5美元,而公司目前有2,000萬桶油存倉,價格約為每桶49美元,若油價一直徘徊在每桶25美元水平,粗略估計將會錄24億元左右的影響。
長和(00001.HK)主席兼集團聯席董事總經理李澤鉅補充,即使在最差的情況下,長和系仍「承受得起有餘」,不會太影響集團的現金流。他又留意到一個多年不變的規律:在油價低迷下,很多油公司會開始停產,而停產一段時間後的油田難以輕易重開,而當產量減少後,往往是油價的上升動力。
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