佐丹奴(00709.HK):對中港台業務審慎樂觀
佐丹奴(00709.HK)執行董事陳嘉緯表示,隨著疫情變化,目前難以預計下半年整體銷售情況,會專注控制好成本和應收帳。
陳嘉緯在業績記者會上指,香港舖租下跌幅度並不足夠,業務雖有改善但仍錄得經營虧損,未來會否再縮減香港店舖要視乎租金走勢,若業主未有大幅減租則需要關閉未能錄得盈利的店舖。至於政府發放首期電子消費券,他指對過去十日生意有幫助,而實際成效需要更多時間觀察。
他提到,目前逾70%內地店舖屬於加盟商性質,報告期內更增加15間,預計升勢將持續。台灣業務方面,由於租金佔比較低因此具備防守性,不認為會大幅縮減台灣門市,未來亦會著重發展中高檔市場,包括Giordano Ladies。
執行董事羅學文表示,目前最重要是保持靈活性,以便隨時因應各地疫情發展作出反應,目前對中港台業務審慎樂觀。海外市場方面,集團亦開始拓展長遠具高發展潛力的中亞市場。
對於中期息倍升至6.5仙,管理層指,派息政策一向是把過剩現金回饋股東,未來若繼續有過剩現金,願意同股東分享。
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