長和(00001.HK):赫斯基能源一季度虧損17億加元
格隆匯4月29日丨長和(00001.HK)公佈,2020年第一季度,赫斯基能源呈報虧損淨額為17億加元,主要由於非現金資產減值支出以及原油價格及煉油毛利下跌導致的經營虧損。赫斯基能源於2020年第一季確認税後減值支出合共為11億加元。有關支出主要與赫斯基能源的北美州上游資產有關,並大致上基於偏低的原油價格假設。計入集團2020年業績的集團所佔赫斯基能源2020年第一季的虧損淨額約為港幣38億元。
Vodafone Hutchison AustraliaPty Limited(VHA)現正與TPG Telecom Limited合作,目標為於本年度中期完成澳洲電訊業務的合併,有關合並的生效日期為本年度上半年內。受合併生效所限,集團預期於其綜合收益表內,因集團於VHA的應占權益由43.93%攤薄至22.01%而變現收益。根據目前所得資料,集團估計因攤薄而產生的股東應占收益將約為港幣72億元。此收益數額將視乎合併生效當日的實際匯率、TPG的公平價值、集團於VHA的投資的賬面成本及重新分類調整金額而定,因此,港幣72億元的股東應占收益可能有變。
倘原油價格及煉油毛利仍維持目前低水平,因赫斯基能源的第一季虧損淨額,以及赫斯基能源於本年餘下時間可能取得進一步虧損而對公司股東應占溢利的影響,預期將被VHA合併收益全數抵銷有餘。
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