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香格里拉(亞洲)(00069.HK)料下半年市況續波動 重組及精簡部分團隊
阿思達克 08-28 17:46
香格里拉(亞洲)(00069.HK)在中期業績報告稱,回顧2020年上半年,挑戰接踵而至,預計下半年市況將持續波動。雖然疫情受控地區的業務正在逐步恢復,但明白,情況仍可能迅速變化,一些國家出現第二波或第三波疫情。此外,中美關係在最近數月更趨緊張,一些評論員和觀察員預計,隨著11月美國總統大選臨近,兩國角力將會加劇。最後,英國與歐盟的新貿易協議談判訂於12月定案,但仍不能排除最終未能達成協定的結局。由於年內餘下時間仍要面對上述不確定因素,集團全年的業務或會受此影響。

該行預計在可預見的未來,國際旅遊仍會受到限制,因此繼續加倍努力吸納本地市場。以中國內地為例,集團有一半的酒店位於該地區,其休閒和公幹需求強勁回升,推動該地區在7月份的入住率達到49%。

集團一直並將密切關注本身的成本和負債表狀況。全賴集團員工、管理層及董事的支持,能夠通過實行自願無薪假、減薪,以及削減開支而降低成本。於6月30日,集團擁有之現金及現金等價物為9.52億美元以及有12億美元之已承諾而未提取的信貸額。於2020年首六個月,集團取得額外8.63億美元的債務信貸額,當中的2.14億美元已用於再融資。截至6月30日,集團有1.41億美元之到期貸款需於年內較後時間償還或再融資。集團繼續通過不派發中期股息,並將資本支出維持在最低水平,保存可動用的現金儲備。

踏入2020年下半年,集團將繼續善用這段較淡靜的時期,為同事提供技能培訓和學習機會。集團亦藉此機會重組及精簡部分團隊。現時某些地區的疫情已經受控,當中以中國內地的成果最為顯著,另外馬來西亞和澳洲近日的疫情亦見好轉,因此在保持警覺、謹慎行事的同時,亦同時為迎來業務復甦做好準備。

從中國大陸目前的情況可見,社會一旦回復正常,大眾仍渴望再次踏上旅途。6月份內地業務的入住率回升至35%,有助區內酒店自疫情首次爆發以來首次實現未計利息、稅項、折舊、攤銷及非營運項目前之盈利的收支平衡。若升勢持續,集團或許能從該地區獲得全年的正現金流。

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