淡马锡2022财年 投资组合净值创纪录
(新加坡12日讯)淡马锡控股截至今年3月底的2022财年,投资组合净值达创纪录的4030亿新元(约1.27兆令吉),比前财年增加220亿元(约693亿令吉),一年期股东总回报率为5.81%。
鉴于全球经济增长前景不明朗,淡马锡在接下来这个财年将放慢投资步伐。
根据《联合早报》,淡马锡星期二发布2022财年年报,10年期和20年期股东总回报率分别是7%和8%。
集团上财年的投资交易维持活跃,投资额为610亿元(约1921亿令吉),脱售额是370亿元(约1166亿令吉)。
淡马锡组织与人力资源副总裁兼公司战略办公室执行总经理林明沛在记者会上说:“鉴于目前的环境,我们预计本财年将放缓投资步伐。”
他说,整体而言,该集团仍然专注构建一个符合长期发展趋势,和具有韧性的投资组合,同时也会密切关注地缘政治的发展。
投资三大领域(小题)
在整体投资组合中,金融服务(23%)、交通与工业(22%)以及电信、媒体与科技(18%)是占比最高的三大领域。
着眼于长期发展趋势以及各行业的机遇,淡马锡继续关注消费、媒体与科技、生命科学与农业食品,以及非银行金融服务领域的企业。
在2022年,这些领域的投资占整体投资组合33%,相较2011年5%,已显著增加。
按区域市场划分,淡马锡的投资组合继续扎根于亚洲(63%),新加坡(27%)和中国(22%)继续是占比最高的两个市场。
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