李澤鉅:長和(00001.HK)下半年根據市況擇機重啓回購
長和(00001.HK)主席兼集團聯席董事總經理李澤鉅於中期業績分析員會議上表示,集團的多元化業務有助抵抗過去幾年波動的市況,按當地貨幣計算今年上半年所有業務都表現良好,在應對大宗商品價格上升的同時仍能錄得按年增長,預測歐洲電訊業務產品定價提升及零售業務持續復甦,均有助改善下半年經常性營業表現。
今年上半年集團未有在市場上回購股份,李澤鉅解釋是爲了在波動較大及前景較不明確市場中,保留更多現金以作應對,預期下半年將會按市場實際情況重新進行回購。他又指,在過去幾年疫情期間集團持續面對業務挑戰,認爲應對得不錯,至今流動性仍然強勁,業務組合亦有所成長。
被問到長建(01038.HK)上半年增派股息,是否代表集團對下半年基建業務發展有信心。李澤鉅指出,在現今高通脹及不確定性因素衆多的時代,基建提供的穩健收入及現金流比任何時候都更具價值。
長和中期加權平均債務成本爲2.9%,按年提升1.1個百分點。集團財務董事兼副董事總經理陸法蘭預期,隨着現有債務按原有計劃逐步進行再融資,未來利率趨升的影響會顯現,但強調定息及浮息比例爲70%及30%,相信影響爲相對漸進式。
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