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保誠(02378.HK):第一季度新業務利潤上升12%
格隆匯 04-30 07:12

格隆匯4月30日丨保誠(02378.HK)發佈公吿,截至2025年3月31日止三個月的表現摘要(按固定匯率基準):第一季度新業務利潤按傳統內含價值基準較去年增加12%至6.08億美元;第一季度年度保費等值銷售額增加4%至16.77億美元;新業務利潤率提升2個百分點。

執行總裁華康堯 (Anil Wadhwani) 談及有關業績時表示:“我們持續專注於新業務利潤的優質增長,以持續創造可觀回報及推動資本的生成。我們亦不斷構建及提升服務能力,務求為客户提供更優質的服務,而2025年第一季度強勁的新業務表現,反映這一策略的成效。”

“2025年第一季度新業務利潤增長12%,符合我們預期2025年全年度新業務利潤增長將超過10%的指引。各個市場在第一季度取得廣泛的新業務利潤增長,主要得益於業務量增加及利潤率改善2個百分點。

“我們在各項業務中加大科技投入和優化運營模式,以持續提升營運效率。我們招募卓越的人才加入保誠,早前已委任蔡強先生負責各市場的代理人銷售事務,並出任區域執行總裁,負責馬來西亞、印尼及越南的業務。於2025年1月1日至4月30日期間,我們已根據20億美元股份購回計劃完成額外4.42億美元(4,900萬股)的股份回購,於2025年繼續為股東創造價值。如2024年年度報吿所述,我們繼續評估印度資產管理業務上市的可能性,旨在將所得淨收益回饋予股東。

“當前的關税不確定因素並未直接影響我們的業務,但已引發全球經濟及市場波動,而我們亦已在此前公佈的敏感性分析中闡述市場波動的影響。儘管整體宏觀經濟不明朗,我們仍相信,穩健的償付能力狀況及多渠道、多市場品牌讓我們能夠穩據優勢,在這項高盈利、充滿吸引力的增長業務中取得長遠成功。”

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