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招商局港口(00144.HK):希望投资带来协同效应 美洲业务占比少
阿思达克 08-28 15:47
招商局港口(00144.HK)副总经理陆永新於记者会指,在出售和参股资产方面,考虑的因素是希望投资者可以带来协同效应,包括物流公司、船公司等,而非单纯以财务为考虑,在疫情下会关注新兴市场,东南亚、南亚及非洲的收购机会。

有关中美关系紧张,美国取消香港课税优惠一事,主席邓仁杰指,对香港航运地位有信心,而香港占集团比例较少,故影响不大。同时他亦相信单方面的制裁对内地影响不大,集团美洲航线占比低於5%,故亦没担心。

陆永新指,在中长期来说,随着产业链转移,国际贸易情况亦有变化,看好拉丁美洲和东南亚,预期未来区域经济亦会带动集团箱量增长。

在向达飞收购10个项目的交易中,他指目前已完成8个,争取今年底完成余下两个位於印度和越南项目。

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