保誠(02378.HK)中期經調整經營溢利跌3%至25.41億美元 派息5.37美分
格隆匯 8 月 11日丨保誠(02378.HK)公佈2020年半年度業績，公司已賺毛保費198.42億美元，同比減少5.88%；集團來自持續經營業務的經調整經營溢利為25.41億美元，同比減少3%(按實質匯率基準的變動計算)；擬派第一次中期每股5.37美分。
亞洲經調整經營溢利增長14%，反映集團業務在健康及保障產品成功的支持下表現相當穩健，而集團美國業務的貢獻則有所減少，反映市場變動(包括期內遞延保單獲得成本攤銷)的不利影響。
Prudential plc集團執行總裁Mike Wells表示："我們於上半年取得了穩健的業績表現，儘管新業務銷售環境相當嚴峻且有可能於下半年持續，以及利率進一步下跌。我們在亞洲擁有多元化優質平台，加上我們專注於承保盈利增值業務，令亞洲經調整經營溢利1增長14%2。我們再次取得全面的業績表現，其中九個市場錄得雙位數的經調整經營溢利增長。美國方面，受市場對遞延保單獲得成本攤銷水平的相關影響，經調整經營溢利下降19%，不過，儘管銷售額下跌，我們仍然保持在年金市場的領導地位。"
"Prudential plc董事會已決定完全分拆及剝離Jackson，以讓集團能夠專注發展高增長的亞洲及非洲業務。此舉將產生兩間持有不同投資理念的獨立上市公司，我們亦相信其將提升兩項業務的策略成效。集團將在倫敦及香港兩地作第一上市，並在新加坡及美國作第二上市，而Jackson預計將僅在美國上市。"
"分拆及剝離Jackson後，保誠將轉變成為一間完全專注於亞洲及非洲市場結構性機會的集團。亞洲及非洲地區的保險滲透率偏低，市場對儲蓄解決方案需求迅速發展，而我們提供的多元化產品及地域組合可滿足區內對健康、保障及儲蓄的需求。分拆後的集團將專注於業務成長，並致力令每股內含價值持續實現雙位數增長。有關增長受新業務利潤增長率支撐，而集團經營所在市場的新業務利潤預期將大幅超越當地生產總值的增長。"
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