李澤鉅:長和(00001.HK)全球業務極具韌性 對回購持開放態度
長和(00001.HK)聯席董事總經理兼主席李澤鉅於業績會上表示,全球經濟復甦仍面對挑戰,前景變幻莫測,但慶幸集團業務遍佈全球,而且一直審慎管理現金流及支出,嚴守財務紀律,令旗下業務擁有極大韌性可對抗風險及抵禦外部挑戰,較容易應對市場波動。他舉例指,期內零售部門增長強勁,亞洲及歐洲市場表現已超越疫情前水平,透過運用人工智能技術,可將供應鏈影響減至最低,同時基建業務亦錄得穩定增長。
業績報告中提及,集團繼續物色可增加價值的交易活動。李澤鉅指出,長和將繼續實施輕資產策略,並在市場上尋找整合機會,進行較大規模的交易需要一定耐心,重申不會採取「志在必得」及「急功近利」的態度,又指集團目前擁有不少寶貴的資產,可持續為股東創造價值。
被問到未來會否進行回購,他表示,董事會對回購持開放態度,但實際要因應市況變化而作決定。
另外,長和副董事總經理兼屈臣氏集團董事總經理黎啟明透露,今年屈臣氏有計劃進軍巴林及科威特,令業務覆蓋增至30個國家及地區,去年新開878間門店,今年目標再開1,100間新店,當中三分之一位於中國內地。
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