国泰君安国际公布2019中期业绩收入创半年历史新高派息同比增27%
2019年8月20日,国泰君安国际(01788.HK)公布截至2019年6月30日止6个月的中期业绩。受惠于债券资本市场、股票资本市场、经纪等业务的良好表现,回顾期内,集团整体收入较去年同期上升41%至约23.6亿港元,股东应占溢利6.4亿港元,较去年同比增长约26%,较去年下半年环比增长120%。集团年化股本回报率(ROE)升至12%,较去年上升4个百分点。董事会宣布派发中期股息每股普通股0.042港元,派息同比升27%,派息比率50%,与去年相若。

收入结构均衡、多元化
经过近年来的策略性调整,上半年集团收入结构更为均衡及多元化。其中,费用及佣金类收入占比达34%,利息类收入占比33%,投资性收入占比33%。回顾期内,随着企业融资、经纪业务的稳定增长,集团费用及佣金类收入同比上升18%达到7.9亿,符合集团作为金融服务商的可持续性发展策略。

财富管理平台日臻完善,经纪业务逆市上升
尽管2019年上半年港股日均成交额同比下降23%,集团经纪业务逆市上涨7.5%,录得收入约2.92亿港元。回顾期内,集团不断优化财富管理平台的建设,逐步扩大完善团队规模、服务及产品线,吸引了大批高净值客户及优质资产的加入。上半年,整体客户托管资产总量较去年底增长约40%至2350亿港元,专业投资者客户数量稳定上升,其人均账户结余较去年底跃升61%至5201万港元。
债券业务保持市场领先
回顾期内,集团继续保持于香港债务资本市场的领先地位,业务表现再创新高,所得收入同比增长26%至约3.2亿港元。债券承销团队上半年累计参与106项债券发行(去年同期:76项),成功协助企业通过债券市场筹资近2448亿港元,同比上升48%,承销笔数与承销金额分别位列彭博亚洲地区(除日本)G3货币企业高收益债券承销排行榜第二及第三名。同时,由于中资美元债市场持续回暖,本集团债券做市收益升至约5.0亿港元(2018年同期:约亏损4700万港元)。
股票资本市场业务逆市大幅上扬
2019年上半年,尽管香港股票市场集资额下跌25%,集团股票资本市场及顾问咨询业务表现大幅攀升,收入同比增长66%至1.3亿港元。回顾期内,团队共完成股票承销项目同比上升50%至15个,其中作为保荐人的IPO项目共5个,为香港资本市场引入了多个优质项目,包括中国旭阳(01907.HK)、奥园健康生活(03662.HK)及禅游科技(02660.HK)等。
未来,集团会积极把握国内经济增长和市场进一步开放等因素带来的机遇,大力巩固发展财富管理平台,增加业务板块的互惠联动,发挥核心竞争力,在全面、审慎的风险管理体系下为客户提供全方位、一站式的投融资综合服务和产品,坚持以提高风险调整后的资本回报率为核心目标,以稳定、理想的复合增长回报客户和投资者对我们的长期支持。
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