長和(00001.HK):今年或將出售英國發射塔後部分收益用作回購 仍在洽談與Vodafone合併
長和(00001.HK)今日舉行股東週年大會,主席兼集團聯席董事總經理李澤鉅指,集團去年回購公司股份共約450萬股普通股,涉資約2億元。今年,集團很有可能將持續出售英國發射塔後部分收益用作回購股份,但亦要視乎市況。實際時間和數量未能透露。他又表示,集團會否持續派息不可作預測,因為要視乎公司業績、經濟環境、外來因素等。
對於長和出售意大利電訊部分網絡基建,李澤鉅表示,交易符合集團的「輕資產」策略,同時釋放意大利的電訊業務WINDTRE的價值,改善WINDTRE資本分配,亦讓集團取回網絡投資成本,且集團仍持有新公司四成股權,當新公司業務繼續發展,公司仍可受惠。至於長和3英國與Vodafone的合併,目前仍在洽談中,強調從英國電訊監管機構OFCOM取得的訊息均屬正面。
他又預計,國際貿易將於今年下半年逐步改善,香港貨量亦希望會回升。管理層現時著重於改善營運效率和成本管理,以提升貨櫃碼頭的競爭力。電訊方面,他透露,和記電訊3香港在復活節長假期錄得港人外出漫遊平均用量和收入已超過2019年疫情前同期水平,個別日子增幅更超過一成。
他提到,集團旗下香港聯合船塢集團申請建屋,項目涉及超過1.5萬個住宅單位,根據計劃,在聯合船塢的地皮上興建超過1萬個的私人單位,而毗鄰的政府土地大概可建約5,000個公屋單位。
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