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李泽钜:长实(01113.HK)是世上最「襟捱」企业之一 疫情对不同业务构成短期影响
阿思达克 05-14 17:43
长实(01113.HK)今日(14日)举行股东周年大会,主席李泽钜於会上强调集团财务稳健,现时负债比率为低个位数,所拥有资产皆属优质,应该是世上最「襟捱」的企业之一,恢复应相对快,而且有危亦有机,长实现金充足,当机会来的时候容易把握。

他表示,疫情影响全世界各行各业都严重,对长实的影响亦不小,但集团的资产优质,虽然疫情对长实旗下租务、酒店、飞机租赁及酒馆都构成短期影响,但长期而言公司有信心。

对於会否考虑向租户减租,他称会按不同租户、不同行业、不同区份贴身订造方案,每个客户情况不同。市场上亦有不少新租客,公司会逐一个案处理。而不同商场受到的影响亦有不同。以长实的资产组合而言,民生商场所占比例较大,市民一样要去超市、快餐店;故此以民生商铺为主的影响不大,游客区商场客流则跌幅较大。

至於酒店业务,李泽钜提到公司经营酒店业务多年,酒店客户可分为日租客及长租客两类,集团的酒店租客有大比重属长期租约,情况比较好。而日租客的情况影响较大,望期国内、台湾、澳门的旅客可在安全情况下入境,希望酒店业在出入境限制解除後逐步好转。

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