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招商局港口(00144.HK):希望投資帶來協同效應 美洲業務佔比少
阿思達克 08-28 15:47
招商局港口(00144.HK)副總經理陸永新於記者會指,在出售和參股資產方面,考慮的因素是希望投資者可以帶來協同效應,包括物流公司、船公司等,而非單純以財務為考慮,在疫情下會關注新興市場,東南亞、南亞及非洲的收購機會。

有關中美關係緊張,美國取消香港課稅優惠一事,主席鄧仁杰指,對香港航運地位有信心,而香港佔集團比例較少,故影響不大。同時他亦相信單方面的制裁對內地影響不大,集團美洲航線佔比低於5%,故亦沒擔心。

陸永新指,在中長期來說,隨著產業鏈轉移,國際貿易情況亦有變化,看好拉丁美洲和東南亞,預期未來區域經濟亦會帶動集團箱量增長。

在向達飛收購10個項目的交易中,他指目前已完成8個,爭取今年底完成餘下兩個位於印度和越南項目。

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