《蓝筹业绩》长和(00001.HK)去年纯利跌27%至291.43亿符预期 末期息1.7元
长和(00001.HK)公布截至去年12月底止全年业绩,按IFRS 16後基准收益总额4,038.46亿元,按年跌8.2%。纯利291.43亿元,按年跌26.8%,符预期。早前摩根大通及美银证券料长和2020年IFRS 16後基准纯利288.02亿元及294.91亿元。
期内EBITDA跌10%至1,223.48亿元,每股盈利7.56元。派末期息1.7元,上年同期派2.3元,总计全年股息为每股2.314元。
按业务划分,去年港口及相关服务部门收益328.65亿元,EBITDA为109.14亿元,分别按年跌7%及19%,期内经营283个泊位,处理共8,370万个二十尺标准货柜,按年跌3%。吞吐量减少主要由於疫情扩散令贸易流及供应链严重受阻,以致上半年之表现欠佳,而下半年若干地区之情况有所改善,吞吐量较上半年及2019年下半年分别增加16%及2%。
零售业务方面,去年收益为1,596.19亿元,按年跌6%,EBITDA为143.97亿元,按年跌15%,截至去年底零售部门在27个市场经营1.62万家店铺,尽管店铺组合较2019年增加2%,惟自2月开始疫情全球蔓延下,部门之销售额受到严重影响。另外基建部门方面相关EBITDA按年增2%至290.66亿元。
公司指,集团受到疫情以及石油、天然气及炼油产品价格大幅下跌之影响,不过中国内地自第二季起坚韧复苏,以及各地政府及中央银行全年推出庞大之财政及货币支援,带来稳定市场效应,集团经营业务所在多个国家之经济状况於下半年有所改善。
公司续称,集团於上半年受到最大影响之业务,尤其是零售及港口部门,虽受惠於下半年某程度之经济复苏,惟此并不足以弥补上半年呈报盈利之巨额跌幅。此外,赫斯基能源确认之营运亏损及资产减值继续对集团全年呈报之盈利净额构成不利影响。(el/k) ~
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