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《藍籌業績》匯控(00005.HK)第三季列賬基準除稅前利潤77.14億美元升138.9% 遜預期
阿思達克 10-30 12:12
匯控(00005.HK)公布第三季業績,按列賬基準,季內除稅前利潤按年上升138.9%至77.14億美元,低於摩根士丹利及中金分別預料的82.98億美元及87.51億美元。每股基本盈利0.29美元。派息每股0.1美元。集團同時宣布,擬進一步回購最多達30億美元股份,較市場預期20億美元多,回購料於短期內展開。 季內,集團列賬基準收入增加40%至162億美元,原因是加息環境支持集團所有環球業務的淨利息收益增長,以及非利息收益增加。按固定匯率基準計算,收入增加40%至162億美元。 淨利息收益率為1.7%,按年上升19個基點,按季則下跌2個基點,主要反映將存款轉向定期產品的客戶增多,亞洲市場尤為顯著。 預期信貸損失及其他信貸減值準備為11億美元,按年相若。季內提撥主要為第三級提撥,包括與內地商用物業行業有關的5億美元。 營業支出為80億美元,按年增加2億美元,增幅為2%,主要原因是科技成本上漲、通脹加劇及與表現掛鉤的應計酬勞增加。成本節約計劃於去年底結束後,重組架構及其他相關成本隨之下降,抵銷上述部分增幅。 普通股權一級資本比率為14.9%,較2023年第二季上升0.2個百分點,主要由於資本生成和風險加權資產減少,但部分被第二季宣布的應計股息和股份回購抵銷。 於首三季,集團按列賬基準除稅前利潤按年上升144.6%至293.71億美元,反映業績因利率上升而持續受惠。收入增47%至530億美元。按固定匯率基準計算,收入增加51%至530億美元。淨利息收益率為1.7%,較去年首九個月上升37個基點。預期信貸損失為24億美元,去年首九個月則為22億美元。營業支出減少2%至234億美元,
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