周大福(01929.HK):2021財年續租租金減幅介乎25至40% 料香港業務復甦時間較漫長
周大福(01929.HK)執行董事鄭炳熙在網上業績發布會上表示,在2021財年會有超過40間分店續租,料租金扣減幅度介乎25至40%,並會有10至15間分店關閉,相信整體租金費用可以下跌25至30%,但可以在該財年入帳的租金扣減百分比約10至15%。
執行董事孫志強提到,4至5月份香港業務的表現與2至3月份相若,雖有見5月份的跌幅有輕微改善,但相信短期內遊客仍未能來港,因此香港業務的復甦時間會較漫長。
董事總經理黃紹基相信,2021財年內地業務的零售值有20至30%增長。由於低基數效應,料同店銷售會有15至20%的增長。至於港澳業務方面,料不論同店銷售或營業額都會有25至30%左右的跌幅。整體收入則料會有高單位數,甚至是低雙位數增長。
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