必瘦站(01830.HK):疫情下續本地及海外擴張計劃 料男士美容屬「藍海市場」
必瘦站(01830.HK)首席財務總監蘇顯龍出席記者會時表示,公司剛在銅鑼灣開設1.7萬呎專科痛症醫療暨醫學美容服務中心,之後於旺角亦會有逾萬呎擴店計劃,並考慮在元朗的商廈開設分店。他表示集團在收購合併方面看法審慎,現階段會保守地透過內部資源擴張,認為這樣成本相對較低,但仍會繼續物色好的資產。他又透露現時租金方面有議價空間,因為香港亦有良心業主,疫情下租金獲10-20%左右的優惠,而洽談新租約擴張亦有議價空間。
他續指,公司將積極拓展海外業務,期望本地及海外業務分布可達「6:4」,他指出10月份海外市場銷售合同增長30.4%,雙11則增長47%,公司早前亦澳門開設新店針對大灣區市場,並於11月在上海開設男士美容及體重管理門店,相信男士美容、生髮等將是「藍海市場」,會加大這方面的發展力度,另外亦會留意二線城市如成都等的開店機遇。另一方面,公司2月份於悉尼開設首家分店後表現良好,未來會考慮在悉尼及墨爾本開設分店,亦會留意英美及新加坡的機遇。
公司宣派中期息13港仙,派息比率達107.4%,他指出截至9月集團在手現金逾8億元,連流動資產則逾10億元,故派息後仍有充裕現金,至於會否回購則要與管理層商討。
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