保誠(02378.HK)計劃第二季透過分拆將Jackson剝離;委任Steven A Kandarian為Jackson非執行主席
格隆匯 1 月 28日丨保誠(02378.HK)公佈,董事會已決定於2021年第二季透過分拆將其美國業務JacksonFinancial Inc.("Jackson")從集團剝離,Jackson的股份將分派予保誠的股東。分拆須獲得股東及監管機構的批准方可作實,及相比起透過首次公開發售少數權益及未來減持之方式,分拆可大幅提前Jackson自集團剝離的時間。此加快程序將完成保誠之轉型,使保誠成為專注發展高增長亞洲及非洲業務的集團。在分拆之時,保誠將保留Jackson的19.9%非控股權益,集團其後會將該等權益套現,以支持於亞洲的投資。
另宣佈,Steven A Kandarian獲委任為Jackson董事會的非執行主席,由2021年2月1日起生效。
Jackson正因應美國的法定標準修訂其對沖模型,以計算自2020年12月31日起的儲備及資本,預計這會使Jackson以風險為基礎的資本比率1減少約80個百分點。計入此項變動以及2021年下半年的其他項目,Jackson於2020年12月31日以風險為基礎的資本比率估計約為340%至355%。視乎當時的市場狀況而定,預期Jackson於建議剝離時以風險為基礎的資本比率將介乎425%至450%,及總財務槓桿率將介乎25%至30%。
儘管保誠業務的盈利能力保持強勁,為了透過贖回現有的高票息債券以於2021年加快去槓桿化,保誠正在考慮於香港或倫敦或於兩地同時籌集約25億美元至30億美元的新股本,目標為擴大集團於亞洲的投資者基礎。
集團確認,亞洲市場整體的季度銷售趨勢於2020年下半年持續改善,及2020年的經營表現預期將與現時市場預期一致。Prudential plc 預期於2021年3月3日公佈其2020年初步業績。
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