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三菱商事株式会社(Sanlam Limited (SLLDY))2026年第一季度盈利电话会议记录
2026-05-23 · via All Articles on Seeking Alpha

南非兰德保险公司(SLLDY)2026年第一季度盈利电话会议 2026年5月21日 上午11:30(美国东部时间)

公司参会人员

保罗·汉拉蒂 - 集团首席执行官& 执行董事
洛茨·马兰格尼 - 首席风险官& 首席精算师
Tokelo Mulaudzi - 董事会投资者关系负责人
Abigail Mukhuba - 财务总监& 执行董事
Heinie Werth - SAZ JV 首席执行官

电话会议参与者

Michael Christelis - UBS 投资银行,研究部
Faizan Lakhani
詹姆斯·舒克 - 花旗集团,研究部门
巴伦·恩科莫 - 摩根大通&公司,研究部门
塔佩洛·莫科尼亚内 - 安本银行有限公司 (南非), 研究部门
沃里克·班 - 摩根士丹利,研究部门

演示文稿

操作员

各位女士、先生,欢迎来到三菱日联2026年3月运营更新会。[操作说明]请注意,本次活动将被录制。我现在将会议交由保罗·汉拉蒂先生。请开始,先生.

保罗·汉拉蒂
集团首席执行官&执行董事

伊琳,非常感谢,下午好,女士们先生们,非常感谢今天加入我们的电话会议。今天我邀请到集团财务总监艾比盖尔·穆库巴(Abigail Mukhuba)、集团首席风险官兼首席精算师莫龙多洛齐·马哈兰吉尼(Mlondolozi Mahlangeni)以及投资者关系负责人托凯洛·穆拉兹迪(Tokelo Mulaudzi)共同参与电话会议。

今天早些时候,我们发布了2026年前三个月的运营更新。在开放提问环节之前,我将简要概述我们的战略进展和运营表现。

该集团正在投资有机增长。虽然这给短期盈利带来了一些压力,但它为未来的增长奠定了基础。在此背景下,我将按顺序简要阐述五个要点,希望能帮助您理解本季度的业绩。

首先,该集团在本季度继续在执行战略优先事项方面取得了出色进展。我们在早期完成了Ninety One(91)的交易。