保誠(02378.HK)：上半年度經調整稅後經營溢利增加7%至13.66億美元
格隆匯8月27日丨保誠(02378.HK)發佈公告，2025年上半年度，按固定匯率基準(另有註明者除外))，按傳統內含價值基準的新業務利潤增加12%至12.60億美元；有效保險及資產管理業務產生的經營自由盈餘增加14%至15.60億美元；經調整稅前經營溢利增加6%至16.44億美元，經調整稅後經營溢利增加7%至13.66億美元。以經調整經營溢利爲基礎的每股盈利爲49.3美分，增加12%；集團傳統內含價值權益爲350億美元，相當於每股1,354美分；自由盈餘率爲221%(2024年12月31日：234%)，超出集團訂明資本要求的集團監管股東盈餘爲162億美元，相當於覆蓋比率爲267%。
於2025年1月1日至6月30日，已回購7200萬股股份，涉及金額7.11億美元，預期將於年底前完成現行計劃。第一次中期股息增加13%至每股7.71美分(2024年：按實質匯率基準計算，每股6.84美分)。資本管理更新：從每年產生資本流量，轉爲以總回報爲導向：於2025年至2027年各年度，每股普通股息預期增長超逾10%。額外資本回報：於2026年及2027年分別進行5億美元及6億美元的股份購回。預期於2024年至2027年期間將回饋逾50億美元予股東，其中包括上述回報和利用額外自由盈餘進行的現有20億美元股份購回計劃。
執行總裁 Anil Wadhwani(華康堯)談及業績時表示：“我們對2025年上半年度的強勁表現感到滿意。關鍵指標均錄得雙位數增長，符合我們於今年較早前提出的指引。我們已達至資本產生的轉折點，從而能夠更新資本管理計劃並提升股東回報，這印證我們的業務模式及其持續產生現金回報的能力。憑藉業務增長驅動因素方面的策略進展及投資，我們深信能夠將此增長勢頭延續至下半年度以至更長遠的未來，並穩定邁向2027年財務目標。”
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