香格里拉(亚洲)(00069.HK)料下半年市况续波动 重组及精简部分团队
香格里拉(亚洲)(00069.HK)在中期业绩报告称,回顾2020年上半年,挑战接踵而至,预计下半年市况将持续波动。虽然疫情受控地区的业务正在逐步恢复,但明白,情况仍可能迅速变化,一些国家出现第二波或第三波疫情。此外,中美关系在最近数月更趋紧张,一些评论员和观察员预计,随着11月美国总统大选临近,两国角力将会加剧。最後,英国与欧盟的新贸易协议谈判订於12月定案,但仍不能排除最终未能达成协定的结局。由於年内余下时间仍要面对上述不确定因素,集团全年的业务或会受此影响。
该行预计在可预见的未来,国际旅游仍会受到限制,因此继续加倍努力吸纳本地市场。以中国内地为例,集团有一半的酒店位於该地区,其休闲和公干需求强劲回升,推动该地区在7月份的入住率达到49%。
集团一直并将密切关注本身的成本和负债表状况。全赖集团员工、管理层及董事的支持,能够通过实行自愿无薪假、减薪,以及削减开支而降低成本。於6月30日,集团拥有之现金及现金等价物为9.52亿美元以及有12亿美元之已承诺而未提取的信贷额。於2020年首六个月,集团取得额外8.63亿美元的债务信贷额,当中的2.14亿美元已用於再融资。截至6月30日,集团有1.41亿美元之到期贷款需於年内较後时间偿还或再融资。集团继续通过不派发中期股息,并将资本支出维持在最低水平,保存可动用的现金储备。
踏入2020年下半年,集团将继续善用这段较淡静的时期,为同事提供技能培训和学习机会。集团亦藉此机会重组及精简部分团队。现时某些地区的疫情已经受控,当中以中国内地的成果最为显着,另外马来西亚和澳洲近日的疫情亦见好转,因此在保持警觉、谨慎行事的同时,亦同时为迎来业务复苏做好准备。
从中国大陆目前的情况可见,社会一旦回复正常,大众仍渴望再次踏上旅途。6月份内地业务的入住率回升至35%,有助区内酒店自疫情首次爆发以来首次实现未计利息、税项、折旧、摊销及非营运项目前之盈利的收支平衡。若升势持续,集团或许能从该地区获得全年的正现金流。
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