平安(02318.HK)促匯控(00005.HK)削成本 落實重返亞洲戰略
匯控(00005.HK)大股東平安(02318.HK)透過負責管理投資的子公司平安資產管理發聲明,指最關注的是匯豐的業績、分紅與市值表現。然而,近年來,匯豐上述指標表現遠不及其可比同業對標行、遠低於多數股東期望。因此提出三方面建議,包括重新檢視全球資源配置策略、降本增效,以發重點落實亞洲業務發展。
平安資管董事長黃勇指出,匯豐應該更積極、更徹底地削減成本,縮小與可比同業對標行在成本收入比上的巨大差距,比如,應削減人力、IT等營運成本,降低全球總部費用佔收入的比例。尤其在當前全球金融業增速放緩的背景下,這是匯豐改善經營業績、實現降本增效最重要、最必要、最緊迫的手段。
黃勇認為部分駐港高層缺乏亞洲經驗,並建議匯豐儘快採取行之有效的實質性措施,落實重返亞洲戰略升級,鞏固其在亞洲地區的市場地位,把握亞洲市場快速發展的增長紅利,同時要在環球金融模式與跨國系統性風險、地緣政治風險之間取得平衡。
分拆業務方面,黃勇澄清指出,平安從未就匯豐的業績、分拆等話題公開發表過任何意見。平安曾多次重申,作為匯豐的主要股東之一,凡是有利於匯豐改善經營業績、提升公司價值,凡是對匯豐發展戰略、經營策略有幫助的建議,都願意研究及支持。
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