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匯控(00005.HK)料於2023年達至少10%有形股本回報率 較先前預期提早一年
阿思達克 02-22 12:40
匯控(00005.HK)集團行政總裁祈耀年在業績報告中表示,踏入2022年,集團大部分業務均呈現良好發展趨勢,並預期於年內可實現中單位數增長,然而亞洲財富管理業務於今年第一季的表現預期會較為疲弱,集團繼續以40%至55%作為股息派付比率的目標範圍。 祈耀年表示,當前淨利息收益的前景明顯較為正面,若利率政策符合現時市場共識所引伸的預期,預計將於2023年達到至少10%的有形股本回報率,較先前預期提早一年。 祈耀年預計,2022年內預期信貸損失提撥將恢復至平均貸款額30個基點的正常水平,集團保留截至2021年底與新冠病毒疫情相關的準備6億美元,鑑於中國商業房地產行業近期的發展,加上集團多個市場面對通脹壓力,不明朗因素將會持續。 祈耀年指,集團2022年的經調整營業支出目標將繼續與2021年持平,並預期於2022年投入34億美元達標支出,以達到超過20億美元的成本節約,於2023年,集團擬將經調整營業支出增長,按IFRS 4基準控制於較2022年零增長至增長2%範圍,並透過2022年採取的多項抵銷通脹措施,實現至少5億美元的成本節約。 集團預期,2022年的風險加權資產將因應業務增長、收購項目及監管變化而錄得中單位數增長,但會被額外的風險加權資產削減措施所部分抵銷,預期2022年普通股權一級比率將恢復至14%到14.5%的正常營運目標範圍。 集團主席杜嘉祺預料,2022年全球國內生產總值將增長4.1%。但由於各國政府應對不同挑戰時採取的措施大不相同,預測仍存在很大程度的不確定性,中國經過強勁復甦後,2021年下半年增長已見放緩,預期中國政府將會放寬貨幣和財政政策以支持增長,另外印度經濟有望快速提升,但英國及美國的增速預期會較為緩慢。
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