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渣打集團(02888.HK)上半年税前基本利潤升29%至33億美元 將向上修訂2023年目標指引 中期息6仙
格隆匯 07-28 12:29

格隆匯7月28日丨渣打集團(02888.HK)公佈,2023年第二季度,公司收入上升20%至46億美元(單位下同),按固定匯率基準計算則上升24%;税前基本溢利為16億元,按固定匯率基準計算上升32%。期間淨利息收入按固定匯率基準計算上升33%至24億元;其他收入按固定匯率基準計算上升15%至21億元。金融市場業務收入創新高,上升15%(按固定匯率基準計算),倘撇除2022年第二季按市價計值負債的一次性1.22億元收益則上升27%。財富管理業務上升10%(按固定匯率基準計算),扭轉連續五個季度的跌勢。

2023年上半年,收入上升14%至90億元,按固定匯率基準計算則按年上升18%。淨利息收入上升35%至48億元;其他收入上升4%至42億元。淨息差按年上升35個基點,2023年上半年平均為1.67%。財富管理業務上升5%,受惠於中國重開帶來的正面影響。税前基本溢利為33億元,按固定匯率基準計算上升29%,創2015年以來的新高。中期普通股股息增加50%,相當於每股6仙(即1.68億元)。

公司2023年開局表現強勁,受五項策略性行動所取得的進展所支持,預期公司業務覆蓋的市場將繼續較西方市場更快速增長。因此,公司將向上修訂2023年的目標指引:按固定匯率基準計算收入增長12–14%;全年平均淨息差約170個基點;2023年下半年資產以低個位數的百分比範圍內增長(相比2023年6月30日);風險加權資產以低個位數的百分比範圍內增長;正收入與成本增長差約為4%(撇除英國銀行徵費,並按固定匯率基準計算);全年貸款損失率範圍為17–25個基點;在13–14%的普通股權一級資本比率目標範圍內靈活經營;有形股東權益回報達10%。

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