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長建(01038.HK):大部分業務為基建及公用事業 受疫情影響相對不太嚴重
阿思達克 05-13 12:01
長江基建(01038.HK)今日(13日)舉行股東週年大會,集團指股東會合共有十餘位股東親身出席並已順利完成。

對於業務有否受疫情影響,集團在股東會上回應提問時指,相信全世界差不多所有業務都受影響,長建亦不例外,但長建大部分業務為基建及公用事業,業務所受影響相對不太嚴重。集團認為疫情不會永遠存在,這些業務為優質資產,恢復會相對快。且集團財務穩健、業務多元化、資產優質,應是全球最「襟捱」的企業之一。而現在有危亦有機,若有機會,集團有條件立刻抓住,投資新業務。

至於疫情有否影響併購步伐,集團稱現在是有不同的交易在商談,但各國封關不能飛去互相探訪,盡職審查未能進行,步伐較慢。至於疫情亦不會令長建難以融資,因集團之業務及現金流穩定,借貸又不高,一向是「銀行至愛」。

另外,被問及現時估值較低,母公司會否考慮私有化長建,長建稱是母公司的範疇,但在越低息的時候,長建的資產除了穩定外,價值亦會提高,較高息的時候更值錢。

集團又提到,於世界各地約3.3萬員工中,有25宗確診感染新冠肺炎病毒,其中有2宗身故個案,兩宗個案都在英國發生。而新西蘭、香港及中國內地則無感染個案。現時海外公司前線員工繼續外出工作,提供必要服務,大部分後勤職員都在家工作,公司亦會為同事提供足夠的保護物資。

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