祈耀年:匯控(00005.HK)就交行持股減值不影響資本水平
匯控(00005.HK)就所持交行(03328.HK)股份作大額減值30億美元,集團行政總裁祈耀年表示,今次減值很大程度上是一次技術性估值調整,對匯控的現金流和資本水平沒有扣減,不會影響匯控分派股息或回購能力,同時對與交行的關係仍然非常滿意。
祈耀年在電話會議表示,維持內地商業地產市場已經見底的看法,但市場需要幾年的時間來克服目前挑戰,相信未來將逐步和漸進地復甦。他續指,對內地經濟仍然充滿信心,認為內地轉向以消費為驅動力的經濟增長模式是帶來更長期的增長。
對於「香港玩完論」,祈耀年有信心香港可繼續維持國際金融中心地位,並指對香港市場充滿信心,集團香港業務去年的利潤已超過100億美元。
另外,財務總監艾橋智提到,受高息和宏觀環境不明朗影響,預計上半年香港樓價再跌中單位數,並於下半年回穩,目前香港按揭業務資產質素穩健,不擔心出現大額減值撥備。
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