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醫學會沽清匯控(00005.HK) 結束逾30年持股
阿思達克 05-23 09:44
本月初據報有匿名股東向匯控(00005.HK)提出分拆亞洲業務。香港醫學會持有匯控股票逾30年,香港醫學會會長蔡堅回覆《信報》查詢時表示,該會一年前已經沽清匯控股份,因此匯控分拆與否關該會無關。 醫學會義務司庫楊協和表示,去年匯控股價在約40-50元水平時,已悉數放售會方持有的所有約20萬股,因投資多年整體上沒有賬面損失,形容多年收息已贏晒。 香港醫學會自上世紀90年代起已投資匯控,佔其股票投資組合比重逾半,對於「換馬」原因,楊協和指,該會撥出部分資產買入股票,主要希望靠收取派息以助推動會員活動及會務,但匯控2020年遭英國監管機構叫停派息,去年恢復派息後金額明顯減少,因此決定出售持股,改為投資其他有穩定派息的股票,其餘以現金或定期存款持有,不過不透露新投資股票。 楊協和認為,面對疫情、中美關係挑戰及地緣政治變化,感到匯控營商前景較以前辛苦,若日後匯控營運前景及收益轉好,不排除再考慮吸納。
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