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渣打(02888.HK):疫情影響消費但不影響在內地經營意欲
阿思達克 04-28 14:49
渣打(02888.HK)財務總監賀方德(Andy Halford)表示,中國內地的經營環境正受到很多因素干擾,包括經濟前景不明朗,但集團在內地大部分業務均屬跨境活動相關,目前國內貿易活動依然旺盛,而2-3年間內地樓市依然很強勁,雖然疫情影響消費意欲,但不影響集團在內地經營的意欲。 集團第一季金融市場業務收入增加32%,如不計債務價值調整的正向變動,則增加25%,宏觀交易季內表現歷來最佳,商品收入尤其受惠於能源價格的波動增加逾倍。賀方德說,因為季內市場波動,集團所經營的市場的外匯等避險需求提升,商品價格亦急升,因此對集團業務有利。 賀方德指出,集團在俄羅斯的敞口不大,因此沒有因俄烏戰事額外作出撥備。
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