《藍籌業績》匯控(00005.HK)去年列賬基準除稅前利潤303.5億美元升77.9% 遜預期
匯控(00005.HK)公布去年業績,按列賬基準,除稅前利潤按年上升77.9%至303.5億美元,低於本網綜合7間券商預測中位數338.14億美元。每股基本盈利1.15美元。派付第四次季度股息每股0.31美元,去年每股合共派息0.61美元,低於本網綜合7間券商預測中位數0.64美元。集團同時宣布,擬進一步回購最多達20億美元股份,料將於公布第一季業績前完成。
於去年,集團列賬基準收入增加30.5%至660.58億美元,當中包括淨利息收益增加54億美元。非利息收益則增加100億美元。淨利息收益率為1.66%,上升24個基點,反映利率上升。另外,預期信貸損失及其他信貸減值準備為34億美元,按年減少1億美元。去年提撥淨額主要包括第三級提撥,尤其與內地商用物業行業風險承擔有關。
集團去年營業支出減少6億美元至321億美元,按年減少2%,主要原因是達標支出計劃於2022年底結束後,重組架構及其他相關成本不復再現。普通股權一級資本比率為14.8%,增幅為0.6個百分點,其中資本生成被股息及股份回購部分抵銷。
單計去年第四季,列賬基準除稅前利潤減少41億美元至10億美元。按固定匯率基準計算,除稅前利潤為10億美元,下跌40億美元。列賬基準收入下降11%至130億美元。列賬基準預期信貸損失為10億美元,減少4億美元,季內提撥包括有關內地商用物業行業風險承擔的2億美元準備。
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