李澤鉅:疫情有影響但公司「襟捱」 料疫後業務強力反彈
長和(00001.HK)主席李澤鉅出席股大會時指,新型冠狀病毒疫情嚴重影響全球經濟,經濟民生的影響都厲害,不同行業或多或少都一定受到打擊。不過集團業務及地域分佈多元化兼且財務根基深厚,應該可以面對逆境。在目前的環境下,各行各業都要「捱」,在「捱」當中,長和在全球眾多公司中應該是最「襟捱」之一。即使目前情況艱難,公司仍然獲得評級機構給予A級信貸評級,反映集團財務非常健全。
他續指,疫情如此嚴重,公司開大門口做生意,一定有影響,但長和手上全是優質資產,社會復甦後,全部人生活必需,一定會用到長和企業,短期辛苦但公司「襟捱」,復甦後長和一定會跑出。他又相信疫情只屬短暫,一定會過去,不會影響集團投資策略。集團手持優質資產,當疫情過去時,集團業務就會強力反彈,而且有危就有機,困難時期,亦是尋找機會的時候,公司有兩手準備。
李澤鉅相信中美貿易糾紛對集團的電訊、基建、零售業務影響不大,對碼頭業務亦未見影響,而公司數年前開始致力增加固定收入的策略發揮顯著的作用,集團擁有強勁的現金流,定可面對種種挑戰。有些非現金收入會受影響,但現金流方面公司保持得很好,目前無意改變派息政策,但就無回應自己及資深顧問李嘉誠會否繼續增持。
會上亦有股東關心屈臣氏口罩生產,李澤鉅稱自己也想早些生產,但改裝水廠設立生產線需要一點時間,此外購買原材料及申請產品認證等都需要一定程序與時間,以確保產品質素符合市民期望。至於發售日期、細節仍待確定,預計下星期應該可以先行透過網上登記然後到指定屈臣氏及百佳分店取貨。
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