國泰金今天召開法說會,財務長陳晏如說,國泰金今年以來獲利相當不錯,前10月稅後獲利942億元,EPS自結6.16元,子公司表現優異,明年股利一定會反映今年營運成果,等全年結算後,視整個資本市場狀況,以及營運成長需要,再看市場同業的股息殖利率狀況,兼顧財務穩當性,規劃具有股息競爭力的股利政策,提報董事會。 至於明年接軌IFRS17號會計準則後,牽動壽險業者認列保單收益的CSM(合約服務邊際),國壽執行副總林昭廷說,國壽前9月的CSM(合約服務邊際)681億元,比上半年的465億元,增加216億元,每個月都蠻強勁的,「每年至少700億元,明年目標750億元以上,約10%至15%成長」。 淨值部分,國泰金的淨值由去年底的9065億元,小幅回升至今年9月底的9079億元,主要受惠獲利挹注,惟部分增幅因新台幣大幅升值,致金融資產評價下滑而抵銷;每股淨值由去年底的54.3元,微升至今年9月底的54.5元。 國壽淨值由去年底的7177億元,回升至今年9月底的7381億元,年增204億元,主要受獲利及股債評價回升挹注,惟新台幣升值致金融資產未實現損益下滑,由去年底的虧損651億元,今年9月底擴大至784億元,抵銷部分增幅。 林昭廷說,國壽10月實現不少股票資本利得,截至昨天,國內外股票未實現損益跟9月差不多。 截至9月底,國壽淨值比9.3%。 至於股債操作,國壽的現金及約當現金部位,截至9月底為2740億元,年增1180億元,占比由1.9%大幅拉高至3.5%;相對地,股票部位逢高賣出,國內股票部位降至6.9%(去年底為7.2%),國外股票部位由去年底的5.5%,降至今年9月底的5.1%。 截至9月底,累計認列174億元現金股利收入,已超越去年全年,反映伺機回補股票部位,提升經常性收益。 國壽表示,將持續分散投資區域以降低風險,北美、歐洲、亞太及其他市場分別占國外固定收益投資的52%、18%、17%及13%。 林昭廷說,未來會把股債部位,絕大多數都放在財報的FVOCI(其他綜合損益按公允價值衡量),變動影響淨值,不影響損益表。 林昭廷說,明年隨著IFRS17號公報上路,預估國壽淨值會下降,因為債券部位原本放在財報裡的AC(按攤銷後成本衡量),目前都是評價損失,等到明年會重分類,改放到FVOCI(其他綜合損益按公允價值衡量),變動進到淨值裡,因此淨值會有變動。 國壽的外匯價格變動準備金,目前已有840億元,較10月底的603億元,增加逾2百億元。 (資料來源:威傳媒新聞-WinNews) 延伸閱讀: 年省900億外匯避險成本!壽險公會籲調會計評價制度 15年打下3大鋼釘 國泰金每股隱含價值升至87.2元!匯損、投資佈局 法說會揭露速看 國泰金每股隱含價值升至77.7元!每股精算價值94.5元 法說會重點看表易懂 國泰金今天召開法說會,財務長陳晏如說,國泰金今年以來獲利相當不錯,前10月稅後獲利942億元,EPS自結6.16元,子公司表現優異,明年股利一定會反映今年營運成果,等全年結算後,視整個資本市場狀況,以及營運成長需要,再看市場同業的股息殖利率狀況,兼顧財務穩當性,規劃具有股息競爭力的股利政策,提報董事會。 至於明年接軌IFRS17號會計準則後,牽動壽險業者認列保單收益的CSM(合約服務邊際),國壽執行副總林昭廷說,國壽前9月的CSM(合約服務邊際)681億元,比上半年的465億元,增加216億元,每個月都蠻強勁的,「每年至少700億元,明年目標750億元以上,約10%至15%成長」。 淨值部分,國泰金的淨值由去年底的9065億元,小幅回升至今年9月底的9079億元,主要受惠獲利挹注,惟部分增幅因新台幣大幅升值,致金融資產評價下滑而抵銷;每股淨值由去年底的54.3元,微升至今年9月底的54.5元。 國壽淨值由去年底的7177億元,回升至今年9月底的7381億元,年增204億元,主要受獲利及股債評價回升挹注,惟新台幣升值致金融資產未實現損益下滑,由去年底的虧損651億元,今年9月底擴大至784億元,抵銷部分增幅。 林昭廷說,國壽10月實現不少股票資本利得,截至昨天,國內外股票未實現損益跟9月差不多。 截至9月底,國壽淨值比9.3%。 至於股債操作,國壽的現金及約當現金部位,截至9月底為2740億元,年增1180億元,占比由1.9%大幅拉高至3.5%;相對地,股票部位逢高賣出,國內股票部位降至6.9%(去年底為7.2%),國外股票部位由去年底的5.5%,降至今年9月底的5.1%。 截至9月底,累計認列174億元現金股利收入,已超越去年全年,反映伺機回補股票部位,提升經常性收益。 國壽表示,將持續分散投資區域以降低風險,北美、歐洲、亞太及其他市場分別占國外固定收益投資的52%、18%、17%及13%。 林昭廷說,未來會把股債部位,絕大多數都放在財報的FVOCI(其他綜合損益按公允價值衡量),變動影響淨值,不影響損益表。 林昭廷說,明年隨著IFRS17號公報上路,預估國壽淨值會下降,因為債券部位原本放在財報裡的AC(按攤銷後成本衡量),目前都是評價損失,等到明年會重分類,改放到FVOCI(其他綜合損益按公允價值衡量),變動進到淨值裡,因此淨值會有變動。 國壽的外匯價格變動準備金,目前已有840億元,較10月底的603億元,增加逾2百億元。 (資料來源:威傳媒新聞-WinNews) 延伸閱讀: 年省900億外匯避險成本!壽險公會籲調會計評價制度 15年打下3大鋼釘 國泰金每股隱含價值升至87.2元!匯損、投資佈局 法說會揭露速看 國泰金每股隱含價值升至77.7元!每股精算價值94.5元 法說會重點看表易懂

國泰金法說重點掃描!股利考量4要點 國壽CSM明年目標逾750億

2025/11/28 18:03

國泰金今天召開法說會,財務長陳晏如說,國泰金今年以來獲利相當不錯,前10月稅後獲利942億元,EPS自結6.16元,子公司表現優異,明年股利一定會反映今年營運成果,等全年結算後,視整個資本市場狀況,以及營運成長需要,再看市場同業的股息殖利率狀況,兼顧財務穩當性,規劃具有股息競爭力的股利政策,提報董事會。

至於明年接軌IFRS17號會計準則後,牽動壽險業者認列保單收益的CSM(合約服務邊際),國壽執行副總林昭廷說,國壽前9月的CSM(合約服務邊際)681億元,比上半年的465億元,增加216億元,每個月都蠻強勁的,「每年至少700億元,明年目標750億元以上,約10%至15%成長」。

淨值部分,國泰金的淨值由去年底的9065億元,小幅回升至今年9月底的9079億元,主要受惠獲利挹注,惟部分增幅因新台幣大幅升值,致金融資產評價下滑而抵銷;每股淨值由去年底的54.3元,微升至今年9月底的54.5元。

國壽淨值由去年底的7177億元,回升至今年9月底的7381億元,年增204億元,主要受獲利及股債評價回升挹注,惟新台幣升值致金融資產未實現損益下滑,由去年底的虧損651億元,今年9月底擴大至784億元,抵銷部分增幅。

林昭廷說,國壽10月實現不少股票資本利得,截至昨天,國內外股票未實現損益跟9月差不多。

截至9月底,國壽淨值比9.3%。

至於股債操作,國壽的現金及約當現金部位,截至9月底為2740億元,年增1180億元,占比由1.9%大幅拉高至3.5%;相對地,股票部位逢高賣出,國內股票部位降至6.9%(去年底為7.2%),國外股票部位由去年底的5.5%,降至今年9月底的5.1%。

截至9月底,累計認列174億元現金股利收入,已超越去年全年,反映伺機回補股票部位,提升經常性收益。

國壽表示,將持續分散投資區域以降低風險,北美、歐洲、亞太及其他市場分別占國外固定收益投資的52%、18%、17%及13%。

林昭廷說,未來會把股債部位,絕大多數都放在財報的FVOCI(其他綜合損益按公允價值衡量),變動影響淨值,不影響損益表。

林昭廷說,明年隨著IFRS17號公報上路,預估國壽淨值會下降,因為債券部位原本放在財報裡的AC(按攤銷後成本衡量),目前都是評價損失,等到明年會重分類,改放到FVOCI(其他綜合損益按公允價值衡量),變動進到淨值裡,因此淨值會有變動。

國壽的外匯價格變動準備金,目前已有840億元,較10月底的603億元,增加逾2百億元。

(資料來源:威傳媒新聞-WinNews)

Sorumluluk Reddi: Bu sitede yeniden yayınlanan makaleler, halka açık platformlardan alınmıştır ve yalnızca bilgilendirme amaçlıdır. MEXC'nin görüşlerini yansıtmayabilir. Tüm hakları telif sahiplerine aittir. Herhangi bir içeriğin üçüncü taraf haklarını ihlal ettiğini düşünüyorsanız, kaldırılması için lütfen service@support.mexc.com ile iletişime geçin. MEXC, içeriğin doğruluğu, eksiksizliği veya güncelliği konusunda hiçbir garanti vermez ve sağlanan bilgilere dayalı olarak alınan herhangi bir eylemden sorumlu değildir. İçerik, finansal, yasal veya diğer profesyonel tavsiye niteliğinde değildir ve MEXC tarafından bir tavsiye veya onay olarak değerlendirilmemelidir.

Ayrıca Şunları da Beğenebilirsiniz

BitMine Expands Treasury Holdings with $140 Million Ethereum Acquisition

BitMine Expands Treasury Holdings with $140 Million Ethereum Acquisition

BitMine has significantly bolstered its cryptocurrency treasury with the acquisition of 48,049 ETH, valued at approximately $140 million at current market prices. The substantial purchase positions the company among a growing cohort of corporations holding Ethereum as a strategic reserve asset, extending a trend previously dominated by Bitcoin treasury strategies.
Paylaş
MEXC NEWS2025/12/17 17:19
Hyper Foundation Proposes Validator Vote to Burn Assistance Fund Tokens

Hyper Foundation Proposes Validator Vote to Burn Assistance Fund Tokens

The Hyper Foundation has put forward a proposal for validators to vote on burning the $HYPE tokens currently held in the project's Assistance Fund. If approved, the burn would permanently remove these tokens from circulating supply, representing a significant shift in the protocol's token economics and treasury management philosophy.
Paylaş
MEXC NEWS2025/12/17 17:21
This Altcoin Could 1000x By 2026

This Altcoin Could 1000x By 2026

The post This Altcoin Could 1000x By 2026 appeared on BitcoinEthereumNews.com. The SEC has approved a framework for the streamlined adoption of digital asset products in the United States on Wednesday, allowing exchanges to list and trade commodity-based trust shares without requiring a rule change to be filed first. This marks a significant milestone, opening the door for a surge in spot altcoin ETFs in the coming months. As a result, anticipation is building around institutional liquidity flows to the altcoin market – but which projects could perform the best?  Many analysts are betting on Bitcoin Hyper (HYPER) as a potential 1000x opportunity. It has not yet launched on exchanges, so it’s not immediately eligible for a spot ETF like some of the larger altcoins. That said, its use case positions it at the forefront of blockchain innovation, which signals huge potential for price gains as institutional capital rotates through the altcoin market. The project is developing the world’s first ZK-rollup-powered Bitcoin Layer 2 blockchain, addressing Bitcoin’s key issues of slow speeds and limited functionality while maintaining its renowned characteristics of security and immutability. SEC Approves Generic ETF Listing Standards The SEC has approved a proposed 19b-4 rule change from Cboe’s BZX exchange, Nasdaq, and NYSE Arca to standardize listing requirements for crypto exchange-traded products (ETPs) and streamline the process for public trading. According to Bloomberg ETF expert James Seyffart, this move paves the way for a “wave of spot crypto ETP launches in the coming weeks and months.” WOW. The SEC has approved Generic Listing Standards for “Commodity Based Trust Shares” aka includes crypto ETPs. This is the crypto ETP framework we’ve been waiting for. Get ready for a wave of spot crypto ETP launches in coming weeks and months. pic.twitter.com/xDKCuj41mc — James Seyffart (@JSeyff) September 17, 2025 Under the new listing standards, commodities must meet one of three conditions…
Paylaş
BitcoinEthereumNews2025/09/19 07:09