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佐丹奴(00709.HK):下半年約有10間香港店舖需續租 倘租金減幅不理想或關店
阿思達克 08-11 17:05
佐丹奴(00709.HK)主席兼行政總裁劉國權在網上會議上表示,集團的租約平均三年,現時在香港約有60多間店舖,租金減幅表現參差,有些店能減50%以上,但有些則能減10%至20%。下半年約有10間店舖需要續租,若然租金減幅未能達到50%至60%的話,會有關店的打算,並將資源放在台灣、韓國及泰國等地,指其他市場在疫情下的復甦表現相比香港好。

他提到,截至6月底公司有大約6,600名員工,較去年同期減少約1,300人,當中主要是因為公司近年在內地縮減自營店,增加特許經營店所致。至於在香港亦因為店舖數目減少,而減少聘請人手,但沒有作裁員的舉動。

在派息政策方面沒有改變,會視乎現金水平決定派息,強調中期業績雖錄虧損,但仍有派息。他肯定下半年的虧損不如上半年多,因為上半年的虧損很大部分源於進取的減值準備。除非下半年的經營環境比上半年差很多,才有機會增加減值準備。他又指,上半年在各地政府獲得2,300萬元補貼,而從香港政府中獲得並入帳的有800萬元。

劉國權指出,現時公司有10億元現金,因此有充分資源發展網購,但強調公司的策略不是自行研發平台,而是依靠第三方平台,現時在全球與接近11至12個平台合作,會在每個地區尋找當地最強的平台合作,投資主要用於後勤出貨方面。

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