安寧控股(00128.HK)預計年度業績由盈轉虧
格隆匯 12 月 22日丨安寧控股(00128.HK)公佈,截至2020年11月30日止十一個月,集團錄得虧損約2900萬港元(不包括任何年結日物業估值變動),而於截至2019年12月31日止年度則錄得公司股東應占溢利4620萬港元。該等虧損主要由於香港的新型冠狀病毒疫情,導致本地消費意欲下降;根據相關政府規例法定限制俱樂部可經營的活動;以及大陸和其他地區遊客人數完全消失,集團時裝零售業務及俱樂部經營均錄得收益貢獻負數。
儘管如此,截至2020年11月30日止11個月,集團投資組合的已變現及未變現回報淨額為正數,而於截至2020年6月30日止中期為負貢獻。但是,預計集團的投資組合的貢獻將少於2019年的總投資回報,這歸因於(1)年內證券市場波動;(2)若干投資於2020年3月證券市場低谷時變現虧損;及(3)於培力控股有限公司的投資的市場價值持續貶值,該股流動性不能足以向集團提供可行退出的機會。
根據2020年11月的管理賬目,集團仍是財務狀況穩健及集團於2020年11月30日的流動比率(流動資產除流動負債)為16.4倍。
受市況所規限及集團投資組合於2020年12月21日若干初步數據,集團目前預期有關情況整體可能會導致集團於截至2020年12月31日止年度錄得淨虧損,而於截至2019年12月31日止年度則錄得公司股東應占溢利4620萬港元。
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