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霍建寧:疫情對長和(00001.HK)電訊及基建影響不大 歐洲屈臣氏重開營業額反彈
阿思達克 05-14 15:27
長和(00001.HK)聯席董事總經理霍建寧指,疫情對公司業務一定有影響,但電訊方面由於留在家中,多了人使用電訊服務,而基建方面同樣穩健,電燈及用氣為必需品。因此電訊和基建方面均影響不大。惟赫斯基受油價下跌影響不僅有虧損,首季亦有很大的資產減值,但料其全年損失可被澳洲合併的收益彌補。

他補充,公司零售方面亦有售影響,1至2月時內地屈臣氏店舖有95%要關閉,業績當然不好,不過很多在3月已重開,並已開始有收益,4月銷售額更追及疫情前的80%,反彈可觀。雖然在4至5月開始,部分在歐洲及英國的零售店舖不能營業,不過香港、亞洲店舖的收入可彌補歐洲地區的損失。整體來說,零售部門上半年利潤比去年同期預計減約50%。歐洲的店舖近日重開,生意非常之好。頭幾天營業額有些比去年高100%、50%。如果店舖開下去,相信下半年的零售成績可以接受。而港口方面,吞吐量由年初至今已下跌7%至8%,影響利潤下跌了近20%。

他續指公司電訊業務很強,在意大利、愛爾蘭和奧地利的4G網絡是當地最好,大部分均已準備就緒可推行5G,而在英國,集團擁有最多5G頻譜,比對手多出很多,未來會全速建設5G網絡及推出服務,料不出一年,公司在英國的生意會最好,會由守勢變為領導地位。

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