迅销(06288.HK):首财季收益微降0.6% 经营溢利大增23.3% 同胜预期
迅销(06288.HK)公布截至去年11月底止的2021财年首季业绩,综合收益总额为6,197亿日圆(下同),按年微降0.6%;综合经营溢利总额为1,130亿元,按年大幅增长23.3%,收益与溢利表现均超越预期,主要受益於日本UNIQLO、大中华地区UNIQLO,以及GU业绩表现强劲所致。
其中,收益录得微幅下降,主因前一个年度同期业绩未受到COVID-19疫情影响,比较基期较高之故。另外,融资收入及成本项下因汇兑亏损等计入净损失59亿元,加上持续亏损业务业绩恶化,无法计入递延税项资产,导致税收负担率上升等原因,母公司拥有人应占季度溢利为703亿元,按年下降0.7%。
公司指,疫情发展难以预测,因将维持2021财年全年度业绩预测於前次所公布的水准不变。不过,虽然疫情自去年底以来再度於全球迅速扩大,但因第一季度业绩表现超越预期,上半年度截至目前为止,整体表现依然呈现较预期为佳的趋势。其中,预估UNIQLO大中华地区业绩表现将高於预期。集团维持全年每股股息预测不变,总计480日圆,其中包括中期及期末派息各240日圆。
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