宏利金融-S(00945.HK):第二季度核心盈利17億加元 同比增長6%
格隆匯8月8日丨宏利金融-S(00945.HK)發佈公吿,2024年第二季度錄得17億加元的核心盈利,較2023年第二季度增長6%。公司在2024年第二季度持續錄得良好的增長勢頭,按年增長6%,反映強勁的業務增幅完全抵銷了GMT的影響。亞洲業務的核心盈利增長40%,這歸因於持續的業務增長勢頭,以及2023年下半年涉及精算方法及假設的更新。全球財富與資產管理業務的核心盈利增長23%,這歸因於利好的市場影響所帶來的較高費用收益、呈現正值的淨流入以及利好的税務調整。在加拿大方面,團體保險業務的強勁增長以及利好的淨保險經驗促使2024年第二季度核心盈利增長7%。在美國方面,不利的淨保險經驗以及在2023年12月公佈的長期護理再保險交易所引致的核心盈利減少,令2024年第二季度的核心盈利下跌11%。在企業及其他業務方面,核心盈利減少1.38億加元,反映了GMT的影響、分配給營運分部的資本利息增加以及涉及員工的費用有所上升。
2024年第二季度歸於股東的收入淨額為10億加元,與2023年第二季度的水平相若。收入淨額與2023年第二季度持平,原因是市場經驗改善及核心盈利增長,但出售涉及RGA再保險交易的債務工具所錄得的已變現虧損3億加元則抵銷了上述利好因素。該已變現虧損被其他綜合收入的相關變動大致抵銷,對帳面值的影響為中性。加上主要涉及私募股權及房地產投資的另類長期資產回報低於預期,導致2024年第二季度的市場經驗錄得淨撥備。
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