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李澤鉅:長建(01038.HK)營運單位錄雙位數增長 表現可接受
長江基建(01038.HK)股東週年大會上有股東提出去年業績只錄得單位數增長,主席李澤鉅回應指,由於利息與外匯率時有上落,因此審視長建業績時應留意營運單位所產生的貢獻,指出去年利率上升導致財務成本增加,尤其是與通脹掛鉤之財務成本上漲,部分與通脹掛鉤的債券是在收購合併時取得,加上外幣兌港元走弱所影響。 他續指,事實上集團旗下基建資產於期內所帶來的貢獻按年上升7%,而以業務所在地貨幣計算,基建投資組合的貢獻則按年上升16%,形容公司根基的增長,認為在當前困難環境中,營運單位仍錄得雙位數字增長,表現屬可接受。 被問到未來會否增加派息,他表示對長建的前景深感樂觀,期望能持續為股東增值,又指若計及派息及股價升幅,長建股東年初至今投資總回報超過14%,跑贏同期盈富基金(02800.HK)表現。 長建現時在手現金達180億元,負債淨額對總資本淨額比率為7%。李澤鉅指出,長建正處於有利位置去進行符合投資策略及條件的收購,同時長實集團(01113.HK)及電能實業(00006.HK)等長江集團成員皆具備雄厚的財務實力,認為現時環球投資機遇湧現,時機不俗。
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