李澤鉅:長實(01113.HK)是世上最「襟捱」企業之一 疫情對不同業務構成短期影響
長實(01113.HK)今日(14日)舉行股東週年大會,主席李澤鉅於會上強調集團財務穩健,現時負債比率為低個位數,所擁有資產皆屬優質,應該是世上最「襟捱」的企業之一,恢復應相對快,而且有危亦有機,長實現金充足,當機會來的時候容易把握。
他表示,疫情影響全世界各行各業都嚴重,對長實的影響亦不小,但集團的資產優質,雖然疫情對長實旗下租務、酒店、飛機租賃及酒館都構成短期影響,但長期而言公司有信心。
對於會否考慮向租戶減租,他稱會按不同租戶、不同行業、不同區份貼身訂造方案,每個客戶情況不同。市場上亦有不少新租客,公司會逐一個案處理。而不同商場受到的影響亦有不同。以長實的資產組合而言,民生商場所佔比例較大,市民一樣要去超市、快餐店;故此以民生商舖為主的影響不大,遊客區商場客流則跌幅較大。
至於酒店業務,李澤鉅提到公司經營酒店業務多年,酒店客戶可分為日租客及長租客兩類,集團的酒店租客有大比重屬長期租約,情況比較好。而日租客的情況影響較大,望期國內、台灣、澳門的旅客可在安全情況下入境,希望酒店業在出入境限制解除後逐步好轉。
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