You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大家樂(00341.HK):續租議價空間增 下半財年無「保就業」仍對現金流樂觀
阿思達克 11-26 17:36
大家樂(00341.HK)首席執行官羅德承出席業績發布會時表示,現時與業主續租議價空間增多,但認為普遍要簽署短約才會有較大的租金減幅,所以暫未見到租金大幅回落,不過過往部分建議業主會立即拒絕,現時則有討價還債的空間。至於施政報告提出取消非住宅物業雙倍印花稅會否增加買舖意欲,他指出裝修門店投資有限,但買舖仍然是天價,購買一家商舖的價錢足夠投資數十家分店,但因為公司投資物業都是自用,所以如果有策略性位置亦會考慮。

他又指公司「保就業」所得的撥款全部用於支付員工薪酬,強調現時營運現金流健康,最近亦向銀行取得了6.8億元的中長期資金,助擴充網絡及開設門店,另外亦有額度未使用,所以即使下半財年無「保就業」計劃支持仍對現金流保持樂觀,故上半財年亦有保守派息。至於飯堂及學校午餐業務受壓會否考慮裁員,他指出人力成本很大比重是兼職時薪員工及加班,所以這方面會是首先調節的工具,將參考業務需要或減兼職時數,倘疫情非嚴峻長工毋須裁員。

他又指出,公司在疫情下可調節以符合抗疫措施,即使在入座率五成的情況下,十月份同店銷售跌幅亦只是高單位數至低雙位數,而外賣亦能部分抵銷堂食方面所受的影響。他續指未來會繼續在大灣區開店,料下半財年將開十家,總計全年內地開店十五家。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account