平安(02318.HK)促汇控(00005.HK)削成本 落实重返亚洲战略
汇控(00005.HK)大股东平安(02318.HK)透过负责管理投资的子公司平安资产管理发声明,指最关注的是汇丰的业绩、分红与市值表现。然而,近年来,汇丰上述指标表现远不及其可比同业对标行、远低于多数股东期望。因此提出三方面建议,包括重新检视全球资源配置策略、降本增效,以发重点落实亚洲业务发展。
平安资管董事长黄勇指出,汇丰应该更积极、更彻底地削减成本,缩小与可比同业对标行在成本收入比上的巨大差距,比如,应削减人力、IT等营运成本,降低全球总部费用占收入的比例。尤其在当前全球金融业增速放缓的背景下,这是汇丰改善经营业绩、实现降本增效最重要、最必要、最紧迫的手段。
黄勇认为部分驻港高层缺乏亚洲经验,并建议汇丰尽快采取行之有效的实质性措施,落实重返亚洲战略升级,巩固其在亚洲地区的市场地位,把握亚洲市场快速发展的增长红利,同时要在环球金融模式与跨国系统性风险、地缘政治风险之间取得平衡。
分拆业务方面,黄勇澄清指出,平安从未就汇丰的业绩、分拆等话题公开发表过任何意见。平安曾多次重申,作为汇丰的主要股东之一,凡是有利于汇丰改善经营业绩、提升公司价值,凡是对汇丰发展战略、经营策略有帮助的建议,都愿意研究及支持。
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