完美醫療(01830.HK)目標三年內純利「翻兩番」 疫情後加快擴張步伐
完美醫療(01830.HK)首席財務總監蘇顯龍出席記者會時表示,未來會再拓展醫療健康業務,冀增加收入來源,又認爲疫情後客戶更注重自身消費,願意花錢「扮靚」。他指出公司目標財年開設20家「醫療健康+醫療美容」分店,並料在10月前全球會開設14家分店,整體服務面積將增長39%至32.2萬平方尺。
主席兼行政總裁歐陽江補充,公司明年料將在紐約及倫敦開設分店,目標針對當地客戶。而疫情後公司擴充有所加快,他解釋主要因爲國內、外有很多可選擇的地點,而租金相對疫情前最少有30%減幅,認爲是好的擴張機會。他透露過往數據顯示開店通常半年內有盈利,並在三個月內達收支平衡,海外分店回本期更試過少於半年。
他續指,目標集團未來三年內純利「翻兩番」,強調過往公司每年派息金額均有上升,同時自己亦有增持股份,料持股在75%以下仍會再增持。他又透露短期無配股計劃,因爲現時資金充裕,估計10億以下的收購項目有足夠資金應付,假如遇到10億以上、估值及前景吸引的項目纔會有機會配股集資。而公司剛宣佈6月底止三個月銷售合同按年增長31%至4.2億元,創紀錄新高,其中醫療健康的銷售合同增長46.6%,他期望未來醫療健康及醫美的收入貢獻可達到一半一半,帶動收入及盈利表現。
歐陽江補充,去年集團派息比率提升至156%主要因爲期內未有進行收購,現時收購目標包括醫美、醫療健康相關、化驗所、婦科、脊醫及骨科等,冀整合醫療、體檢市場至旗下的生態圈。他指出「疫市」下雖有便宜貨,不過有部分收購目標財務表現不健康,故未必有興趣收購。
另外公司積極拓展男士業務,他指出將引入香港第一部全自動植髮機械人,並透露現時生髮療程最便宜由數千元起跳,植髮收費則由20萬元起跳,考慮到香港有過百萬人受脫髮問題困擾,認爲相關市場潛力龐大,未來在國內的服務中心亦會提供生髮療程服務。(el/a)
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