国寿(02628.HK):疫情常态化影响业务 或调整预算
国寿(02628.HK)上半年纯利受惠於投资收益,投资管理中心负责人张涤於记者会上表示,上半年投资市场复杂,股市波动,公司把握较多投资机会,上半年权益类投资录得良好表现。
下半年资本市场长期而言有多个利好因素,包括内地经济改革,及资本市场红利释放,加上市场流动性充足,对投资表现有信心。惟短期仍将关注风险因素,如地缘政治变化及新型肺炎疫情反弹等,在布局全球投资时要考虑更多环境因素及政策导向。
国寿总裁苏恒轩则表示,肺炎疫情常态化对公司经营造成挑战,将进行分析及加强研判,若调整全年预算,将会作出公布。
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