利華控股(01346.HK):今年增長以併購為主 料科技資本開支低於200萬美元
利華控股(01346.HK)主席司徒志仁表示,公司通過有效的內部管理,在營收略跌4%情況下,公司純利及純利率均創新高,這主要有賴於集團不麻木追求收入增長,不接受「唔賺錢」客戶,同時集團以輕資產模式營運,現金流強勁,在高息周期持續減少借貸,令利息開支大減。截至2023年末,集團已無債務。
司徒志仁表示,去年的產品生產地以越南為主,佔總收入約三分之二,中國已降至略高於20%,其他則生產自孟加拉、柬埔寨、印度及印尼;他表示,今年全球面對衰退風險,預期行業仍具挑戰。
司徒志仁相信,公司平台模式更具優勢,期望繼續提升訂單靈活調配能力及營運效益。他指,今年的增長將以併購為主,希望在經濟困難時能透過收購繼續爭取優於大市的表現,併購標的地區主要在東南亞及南亞。集團現時持有淨現金達1,810萬美元。集團以輕資產模式營運,一般資本開支不多,今年在科技投入的資本開支預期不超過200萬美元。(ca/u)
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