Platt Nera(01949.HK): 受疫情影響,部分項目推遲
格隆匯6月5日丨 Platt Nera(01949.HK)公佈,由於COVID-19疫情在全球持續蔓延,泰國最初於2020年3月26日宣佈的緊急狀態已再延長至2020年6月30日。此次COVID-19疫情已導致泰國經濟活動整體受到重創,而我們的營運亦無倖免。此外,COVID-19疫情的全球性質亦破壞全球供應鏈,繼而影響我們及時採購全球供應以滿足項目需求的能力。
因此,集團欲提供發生上述事件後我們自2020年4月以來主要項目的最新關鍵發展。與主要客户客户F協商後,我們已將客户F的Passbook及ATM項目之機器開始安裝時間表分別修訂至2020年第三季度及第四季度,包括開展速度可能較原定緩慢,視乎我們的供應商能否及時供應充足機器而定。基於類似的供應方原因以及農業銀行及農業合作社項目("BAAC項目")的第二階段延期竣工,BAAC項目第三階段的動工時間將大約推遲至2020年第三季度末或第四季度初。此外,Provincial Electricity Authority("PEA")建議而集團亦同意暫停進行中的PEA南部及中部項目,直至PEA另行通知。出於類似考慮,PEA北部項目亦已推遲。
由於COVID-19疫情不斷變化,評估或估計對集團財務表現的整體影響為時尚早。董事將繼續評估COVID-19疫情對集團營運及財務表現的影響,密切監控集團對COVID-19疫情導致的不確定性的風險敞口。
儘管上文所述且全球經濟環境面臨困難,集團欣然表示大部分關鍵項目僅遞延並將於適當時機繼續。此外,集團服務關鍵政府客户的核心優勢未受到影響。因此,儘管可能面臨短期挫折,集團仍對其長遠前景充滿信心。
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