匯控(00005.HK)艾橋智:即使利率見頂仍可實現收入增長
匯控(00005.HK)財務總監艾橋智表示,即使利率見頂,相信集團仍可實現全球收入增長。由於貸款需求減少,今年集團資產負債表將難以錄得增長,但預計情況或在明年出現扭轉,集團的目標是在亞洲財富管理等領域上實現增長。
他稱,從中期來看集團預計資產負債表繼續以中單位數增長,目前集團貸款帳目表現良好,不過由於中國離岸商業房地產貸款受到市場的衝擊,導致第二季錄得額外減值。
渣打(02888.HK)行政總裁溫拓思在同一場合上表示,中國房地產市場問題將對銀行帶來進一步的影響,不過集團要為不良貸款作出足夠的撥備覆蓋,但現階段難以明言已完全做好撥備,因房地產市場未見實質性改善。
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