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佐丹奴(00709.HK):下半年约有10间香港店铺需续租 倘租金减幅不理想或关店
阿思达克 08-11 17:05
佐丹奴(00709.HK)主席兼行政总裁刘国权在网上会议上表示,集团的租约平均三年,现时在香港约有60多间店铺,租金减幅表现参差,有些店能减50%以上,但有些则能减10%至20%。下半年约有10间店铺需要续租,若然租金减幅未能达到50%至60%的话,会有关店的打算,并将资源放在台湾、韩国及泰国等地,指其他市场在疫情下的复苏表现相比香港好。

他提到,截至6月底公司有大约6,600名员工,较去年同期减少约1,300人,当中主要是因为公司近年在内地缩减自营店,增加特许经营店所致。至於在香港亦因为店铺数目减少,而减少聘请人手,但没有作裁员的举动。

在派息政策方面没有改变,会视乎现金水平决定派息,强调中期业绩虽录亏损,但仍有派息。他肯定下半年的亏损不如上半年多,因为上半年的亏损很大部分源於进取的减值准备。除非下半年的经营环境比上半年差很多,才有机会增加减值准备。他又指,上半年在各地政府获得2,300万元补贴,而从香港政府中获得并入帐的有800万元。

刘国权指出,现时公司有10亿元现金,因此有充分资源发展网购,但强调公司的策略不是自行研发平台,而是依靠第三方平台,现时在全球与接近11至12个平台合作,会在每个地区寻找当地最强的平台合作,投资主要用於後勤出货方面。

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