匯控(00005.HK):今年派息率會較去年度高 回購屬剩餘資本管理計劃
匯控(00005.HK)財務總監邵偉信在分析員會議上表示,目前英國市場流動性健康,相信該行資產會在有利的利率環境下受惠,由於港元和美元掛鉤,根據過往經驗在美國加息後,香港有3個月的滯後時間跟隨,加上本地Omicron變種病毒蔓延,預計未來數月利率上行對本港同業拆息才會有顯著影響。
集團繼續以40%至55%作為股息派付比率的目標範圍。邵偉信指,上年度派息屬於這個區間的下限,反映集團根據預期信貸損失下,一個可持續的估算,相信在今年及之後,派息比率會更高。集團目標今年貸款錄中單位數增長。
集團亦擬提出進一步回購最多10億美元股份,於現時最高達20億美元的回購完成後展開,邵偉信強調,回購計劃是用作管理集團剩餘資本。
對於內地與香港關口持續須隔離檢疫,集團行政總裁祈耀年認為,集團在香港有強勁的業務,希望在香港和內地市場均能達致更強勁增長,並以跨境理財通連結兩者,雖然香港在今年第一季因為疫情會放緩,但以香港良好的基礎,相信今年較後時間能反彈。
祈耀年表示,內地房地產市場融資不確定性在去年第四季有上升,但在今年初情況有改善,集團涉及民營和國有房企貸款比例為7比3,相信需要時間判斷內房信貸會否帶來更多損失,強調集團擁有在一、二線城市佈局的優質客戶。
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