宏利金融(945.HK)(下稱:宏利)Q2業績強差人意,虧損23.8億(加元,下同)或每股$1.36,以港元計虧損10元。
股價由8月5日收市的HK$123.8下跌HK$30.95或25%至今日的HK$92.85。
管理層解釋宏利虧損的主要原因:
……During the quarter, net results were impacted as equity markets retreated globally and interest rates declined materially, particularly in the U.S. Non-cash charges related to equity market declines in the quarter amounted to $1.7 billion. Non-cash charges related to lower interest rates amounted to $1.5 billion in the quarter……
宏利的虧損主要因為非現金支出,這是因為精算假設和實際情況偏差做成。未來宏利未來可能會大賺,原因同樣為非現金收入,因此,我們無須為現在的虧損而擔心,亦無須為將來的扭虧而歡喜若狂。
當這兩項經調整之後,Q2經營溢利是6.6億。
披露:
我持有宏利控股。
(待續)