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匯控(00005.HK):資本狀況較年初預期表現好 有空間進行回購
阿思達克 10-25 15:39
匯控(00005.HK)財務總監邵偉信(Ewen Stevenson)於分析員會議上表示,重啟回購主因是現時集團資本表現好於年初預測,由於預期信貸損失較少,甚至錄得回撥;風險加權資產增長亦低於年初預期,額外資本若未用於業務投資,將用於回購,料明年將有更多回購行動。 至於淨息差,邵偉信指其英國業務對利率較為敏感,英國每加息25點子可增加集團淨利息收入5億美元,本港業務對息口敏感度雖較英國低,但料會較英國更快加息及幅度更大,料明年前會加息兩至三次。邵偉信指,加息所帶來的收入增長可抵銷部份營運成本壓力,惟集團仍將盡力控制成本。
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