恆行(00011.HK):會善用跨業務合作提升非利息收入
恆生銀行(00011.HK)獨立非執行董事長利蘊蓮在股東會上表示,該行未來會善用跨業務合作提升非利息收入,連同恆生中國擴展大灣區商機。利蘊蓮預期利率將會上升,中期來說會緩和淨利息收益率和淨利息收入的壓力,該行在尋求貸款增長同時,會繼續審慎管理風險。
據報有股東建議匯控(00005.HK)分拆亞太業務,會上有恆生股東關注匯控旗下的恆生業務優勢會否受影響,利蘊蓮強調,匯控雖然作為大股東,但恆生是一間獨立的上市公司和運作獨立的銀行,該行關注該消息,但表示在該場合較適宜關注恆生事務。
恆生今年第一次中期股息每股0.7元,去年同期為宣派每股1.1元,按年下跌0.4元或36.4%。行政總裁施穎茵表示,由於疫情繼續影響本地市場,經濟前景仍有不確定因素,美國貨幣政策正常化步伐比預期快,加上地緣政治局勢持續緊張,抑壓本港首季經濟表現,這些因素令該行採取審慎態度而決定該派息水平,不過該行會持續觀察市場狀況,決定往後派息水平。
恆生投資獲選為盈富基金(02800.HK)新經理人。施穎茵指,交接安排已經啟動,正密切處理中,希望年底前完成交接過程。財務總監梁永樂表示,今年第一季部分內地商業房地產行業客戶因為流動性問題和再融資困難而需要調整信用評級,該行已就此對預期信貸損失作出提撥,預料未來在此板塊仍有不確定性。
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