保誠(02378.HK):防疫措施及利率上升影響香港上半年業務
保誠(02378.HK)2022年上半年香港新業務利潤率93%,按年收窄28個百分點。集團執行總裁Mark FitzPatrick表示,香港新業務利潤下跌是由於防疫措施以及利率上升,而利率上升不但影響香港,而且影響其他市場業務,假設利率升勢不變,影響下半年業務的因素將會是銷售量等。集團相信香港下半年業務勝上半年。
Mark FitzPatrick表示,相信市民對港府縮短入境檢疫時間感到興奮,認為是向正確方向邁出的一大步,旅遊恢復將重振信心,希望業務將會恢復。他指,內地當局在找出新冠病毒感染個案上行動迅速,目前上海已經可以恢復人員流動,又期望香港可以與內地通關,相信大灣區將會是首個可以通關的區域。
對於集團在倫敦股份交投量下跌,Mark FitzPatrick認為,情況是反映市場氣氛顯示投資者傾向投資新興市場,集團會聚焦自身業務表現,並希望讓投資者了解集團在亞洲市場的業務。2022年上半年度,董事會完成其行政人員接任計劃並宣布已委任Anil Wadhwani擔任集團執行總裁,自2023年2月25日起生效,惟須獲得監管部門最終批准。在此次委任之後,集團的執行董事將與主要監管機構同樣位於香港,更加貼近集團的亞洲業務。
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