復星國際(00656.HK):更注重公司利潤和現金流 聚焦發展四大板塊及降低負債率
復星國際(00656.HK)中期純利13.6億人民幣,倒退40.4%。復星國際董事長郭廣昌表示,集團業務正在觸底反彈時期,過去三年經歷地產行業等不同風險,整個經濟仍然需要時間復甦,公司未來會特別注重利潤和現金流,聚焦發展四大板塊,加強創新、全球化和品牌建立的能力,並持續降低負債率。他指,中國政府明確支持股市,相信之後會再推出支援政策,又認爲美國加息週期已經基本見頂,因爲目前的經濟環境不能支持高利息長期存在。
執行董事兼聯席首席執行官徐曉亮提到,復星旅文(01992.HK)在疫情時受到特別大的影響,而過去半年的業績已重新回到盈利。8月,亞特蘭蒂斯的單月銷售額達2億元人民幣,相信今年會再創新高。他認爲全球及中國的經濟均在恢復,雖然較預期慢,但對旅遊仍有需求。
復星國際執行董事、執行總裁兼首席財務官龔平指,公司在去年利率上升的情況下,平均融資成本約爲5.3%,融資成本上升亦令集團更關注在利率波動時有效地管理風險,會鼓勵子公司進一步推動國際化及多元化發展,以分散風險。
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