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佐丹奴(00709.HK):對本港零售市道持審慎看法 料中東及東南亞市場續推動盈利增長
阿思達克 03-09 16:42
佐丹奴(00709.HK)執董陳嘉緯表示,今年營商環境轉向穩定,料中東、東南亞市場繼續是其盈利增長的主要推動力,而大中華地區銷售勢頭或上半年反彈。 他表示,自通關後,訪港旅客逐增加,但對本港整體零售市道仍持審慎態度,仍需靜觀一段時間;至於會否有在港開新店計劃,他表示,要視乎業主取態,能否提供可承受範圍內的租金金額。 他坦言,目前公司仍面對人手不足的情況,但由於採取多勞多得的分成策略,他認為這不但提高薪金而挽留人才,而且亦可推高公司整體盈利,又指暫未見到員工成本和銷售比例出現任何較大的影響。 他表示,自內地取消防疫措施後,刺激線下銷售生意,又指1月份生意不俗,加上去年基數較低,預料今年下半年或會扭虧轉盈。 至於台灣市場方面,他表示,撇除後當地政府補貼後,其銷量則按年持平,但其市場佔有率亦增加,故對今年台灣生意感樂觀。(ca/k) ~
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