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平安建議匯控推動戰略重組方案提升市場競爭力- RTHK @ 2023-04-20T04: Back Hot News
Keyword:匯控 平保 議案
Concept:重組匯豐 , 匯控小股東分拆
【明報專訊】匯控(0005)股東會約於兩周後舉行,就檢討架構重組和每年固定股息兩項決議案表決。過去推動匯控分拆亞洲業務的大股東中國平安(2318),昨日首度公開表明原則上支持議案。平保提倡匯控進行戰略重組,將亞洲業務獨立上市,仍作為亞洲業務之控股股東,以維持全球業務的協同效應。該行同時反駁匯控管理層反對分拆的論點,誇大了重組涉及的成本及風險,並認為匯控去年業績改善主要得益於央行加息,管理層未能從根本解決關鍵業務模式所面臨的挑戰。
匯控下月5日在英國召開股東大會,將會討論及投票表決小股東提出的兩項議案,包括分拆亞洲業務策略檢討及股息政策。匯控主要股東中國平保,旗下資產管理董事長兼首席執行官黃勇發表聲明,表示經仔細研究後,原則上支持維權股東提出的兩項決議案,希望匯控以開放態度聽取、研究股東意見,並建議匯控將原來的分拆方案,調整為戰略重組方案。
據熟悉平保觀點的人士表示,平保已經仔細研究了關注組提出關於要求匯控承諾將股息恢復到新冠疫情前的水平,以及推動管理層定期考慮結構性改革的決議案,即第17及18項決議案,平保傾向於對這兩個議案投贊成票。

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