BLND 公佈全年業績, 股息大減近半

BLND 公佈全年業績, 股息大減近半

今年英國股近乎全線減息
到BLND 今日公佈全年業績都唔例外,
全年股息大減近半,
由31P 減到15.97P (-48.5%)

睇返佢既全年業績

https://www.britishland.com/investors/results-and-presentations/results/2020

其實收入只係減左10%左右, 但公司話為左長遠利益,
所以要減股息
關於股息, 業績報告咁講:
Dividend policy guidance
• To protect the long term strength of the business, the dividend has been
temporarily suspended in response to Covid-19
• As a REIT, the dividend is an important element of shareholder return
• The Board is focussed on resuming dividends at an appropriate level as
soon as there is sufficient clarity of outlook
• Guiding principles:
• A significant improvement in rent collection
• More visibility on the post lockdown productivity of our assets, principally how
quickly retail customers and office workers return.

希望佢真係可以盡快回復之前股息啦

不過呢, 認真睇下佢既全年RESULT
因為全年業績只計到3月31,
而英國LOCKDOWN 係3月23 先正式開始
換句話說, 呢份業績係仲未反映呢兩個月英國LOCKDOWN 既巿況,
我預計下一次既業績只會更差 (下一次既業績大約在11月發報, 估計到時疫情應己過去)
因為半年既業績, 有3個月係近乎空白
唔知BLND 既收租收入究竟有幾多成

(但今日咁既業績, 竟然升近8%)

其實BLND 既物業出租率超過95%, 算相當不錯
希望捱過今年疫情就會好轉吧

P.S. 英國的商店, 預計6月15 重開
而現在己有部份餐廳己重開外賣部,
暫時未知幾時可以全面開放
暑假時, 希望巿面可以回復正常,
但又有點擔心第二波爆發

英股由3月谷低回升後, 其實沒像美股般爆升
如果看好英股, 可以慢慢吸納 (反正現在和低位都唔算升好多)
不過估計都要守一段時間
尤其今年股息不抱期望
對想收息既人仕來講,
今年既股息應該會好失望