太古公司(00019.HK):對香港未來維持樂觀看法 沒有計劃出售香港業務
太古公司(00019.HK)及太古地產(01972.HK)主席施銘倫在網上會議上表示,難以預期未來三至六個月將會發生甚麼事,引述國泰(00293.HK)昨日在業績發布會上表明下半年表現難以有大改善,太古認為這是合理評估,會將其業務所帶來的盈虧影響列入考慮,現階段對於航空業務發展難以作出預測。他又指,現有旗下業務在中國內地佔比非常重,例如地產及飲料方面,對過去兩至三個月的相關表現感到鼓舞並有信心。
在海洋業務方面,他坦言現時正處於艱難及失望的時間,從3月開始油價下跌大大影響勘探生產活動。由於看到需求出現疲弱,估計將有28艘船需要退役,為了節省成本,更要削減海上及陸上人員,現正從現金流方面作考量,希望在下行周期完結後,業務能有所恢復。
他提到,公司有興趣作新投資,在上半年在醫療方面作出了一些投資,是與營運醫院、診所、老人院等,相信未來會在此範疇探索更多機會。
被問及會否擔心公司股份會在恆生指數成分股中被剔除時,他回應指,不論公司是否在指數中,仍會留在香港,強調太古對香港的未來維持樂觀看法,亦對此地有很大的承擔及投入。他又指,沒有計劃出售香港業務,雖然香港經歷動盪時刻,但公司抱有長遠看法,認為在港持有的資產高質素,未來仍會聚焦內地及香港市場。
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