長和(00001.HK):3英國將繼續投資建設5G網絡 料屈臣氏中國下半年表現改善
長和(00001.HK)聯席董事總經理霍建寧在中期業績分析員會議上表示,集團旗下3英國於去年下半年及今年上半年有頗多良好機會,客戶總數增長帶動業務今年上半年EBITDA上升4%,集團會繼續投資於建設5G網絡,捕捉市場機會。至於印尼電訊業務現時已有盈利,也有足夠資金可建設自有網絡,期望該業務未來會有派息,令集團首次獲得現金返還。
他指,電訊業市場內合併可帶來龐大機會及價值,有助改善財務狀況,集團正與競爭對手進行有關商談,雖然目前未能透露進展,但一旦有事情可公布便會盡快公布。
另外,集團旗下屈臣氏董事總經理黎啟明提到,受內地3月爆發疫情影響,有約590間內地店舖(佔14%)需要暫時停業,加上消費者情緒疲弱,上半年屈臣氏中國EBITDA因而錄得下跌。不過,隨著內地近月開始放鬆疫情控制措施,預期下半年業務情況會有改善,但料消費者情緒恢復仍然需時,集團會採取開設高質素及短回本期店舖,加上關閉表現欠佳門店,提升整體組合質素。
主席李澤鉅則預期市場供應鏈受到的破壞在下半年會有緩和,而集團多年來採取多元化業務策略,有助在過去兩至三年的疫情期間分散風險,令業務表現維持有韌性。(ek/u)
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