2019 Future Commerce Awards - Business Next
2019 Best Digital Finance - Wealth Magazine
2019 Best FinTech Innovative Application - Wealth Magazine
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01082020Yuanta FHC posted net profit of NT$20.569 bn in 2019, up 10.12% YoY, with EPS of NT$1.76Yuanta FHC reported preliminary net profit of NT$20.569 bn in 2019, up 10.12% YoY to a new high, with EPS of NT$1.76. Yuanta FHC is a financial holding company with a comprehensive business scope. The five subsidiaries under Yuanta FHC, namely Securities, Bank, Insurance, Futures and Funds, have all seen YoY growth in 2019, with notable expansion of overall business scale, suggesting that Yuanta is heading steadily towards its goal of becoming the top financial services provider in the Asia-Pacific region. Yuanta Securities – posting record-high earnings Yuanta Securities has seen notable growth in 2019, with record-high earnings of NT$9.102 bn and EPS of NT$1.57, despite greater volatility in the TAIEX due to impact of the US-China trade war and Brexit. Benefiting from the TAIEX reaching a record-high level, Yuanta Securities posted monthly earnings of NT$916 mn in December 2019, up by NT$212 mn MoM, with solid performance in various segments this year, especially for investment banking and proprietary trading businesses. Yuanta Securities has been entrusted by many large companies to carry out investment banking services. In 2019, Yuanta Securities has become the underwriter for IPO cases from Wiwynn, Pegavision, HMC and Kura Sushi Asia, showing its capability in share-pricing and placement as an international investment banking service provider. In terms of proprietary trading business, Yuanta Securities not only built a position in the TAIEX at the beginning of the up-cycle and thus posted stellar earnings, but also saw outstanding performance in fixed-income bond investment by foreseeing the US Treasury yield trend before the US Fed’s rate cuts. In addition, earnings from securities lending in its brokerage business also rose by over 30% YoY in 2019, thanks to the deployment and operations of its securities lending system. Yuanta Bank – becoming one of the top banks thanks to four catalysts Yuanta Bank posted preliminary net profit of NT$10.031 bn in 2019, with record-high EPS of NT$1.36, at the upper end among domestic mid/large-sized banks. Yuanta Bank saw earnings decline MoM in December 2019, with monthly earnings of NT$234 mn, mainly due to booking of bad debts from credit default. Yuanta Bank has been adjusting its loan structure in the past three years, integrating online and brick-and-mortar channels, developing wealth management business and seeing synergies from mergers. It has focused on development in four major areas, namely consumer finance, corporate finance, wealth management and online banking, with up to 147 branches in Taiwan and overseas branches including Yuanta Bank Hong Kong Branch, and two subsidiary banks, Yuanta Savings Bank Philippines and Yuanta Savings Bank Korea, which will form a golden triangle in Asia and exert synergy effects. Yuanta Life – focusing on long-term stable income Yuanta Life posted losses of NT$518 mn in December 2019, mainly due to higher F/X reserves owing to the stronger NTD vs USD. However, 2019 earnings rose by 351% YoY to NT$910 mn. Since Yuanta Life’s incorporation into Yuanta FHC in 2014, it has been focusing on long-term F/X hedging and investment strategies, and turned profitable in 2018. Bond investment has become one of the major sources of stable income. In addition, based on the FSC’s data in 2019, Yuanta Life has met the FSC’s requirements by raising the percentage of its first-year premium (FYP) from mortality insurance and age-related insurance products to total FYP to 60%. This has shown that the company is willing to abide by the government’s policy and will continue to develop mortality insurance products, so as to ensure that insurance products serve their original purposes and solidify the company’s stable financial status and solvency. Yuanta Futures – higher penetration in the option market at home and abroad Yuanta Futures posted 2019 preliminary net profit of NT$1.136 bn, with EPS of NT$4.89. As a leader in Taiwan’s Futures market, Yuanta Futures has successfully developed its business in the option market at home and abroad, with the highest market share among peers. In 2019, Yuanta Futures launched a brand new product, “Bull-Bear Options” (牛熊權), which is linked to the TAIEX and TPEx 200. It is also the first and only OTC derivatives product that is linked to the TAIEX and TWOI, featuring a low trading threshold of NT$1,000, so as to help clients capture opportunities in the bulls and bears of the TAIEX and indicative SMEs in Taiwan. Customers can perform arbitrage/hedge trading by leveraging spread in futures prices and spot prices. Yuanta Funds – the largest ETF issuer in Taiwan Yuanta Funds is currently the largest ETF issuer in Taiwan. As of the end of November 2019, it has 606,000 ETF beneficiaries, accounting for around 66% of its total beneficiaries. In November 2019, the company launched “Yuanta Global NextGen Communications ETF”, which is by far the largest ETF in the world. Over the years, Yuanta Futures has focused on product innovation and devoted itself to market/investor education. It has continued to expand its business globally as well as provides ETF consulting services to Funds clients in Korea, Thailand, Hong Kong, Malaysia and China. Yuanta Funds also has experience in local ETF operational management and product launches in over six countries.
01072020Yuanta FHC again named to FTSE4Good TIP Taiwan ESG IndexYuanta FHC has made significant progress in advancing corporate sustainability. Yuanta, being awarded with the constituent certification, marks the fifth time in three consecutive years that it has been included in the FTSE4Good TIP Taiwan ESG Index (Taiwan ESG Index), recognizing Yuanta’s performance in sustainable development. The Taiwan ESG Index employs the ESG standards used by FTSE Russell in FTSE4Good Index Series in measuring the performance of companies on the Taiwan Stock Exchange and further includes financial performance in determining the constituents to produce an index comprised of companies which practice corporate responsibility and deliver sound financial performance. The index composition is reviewed semi-annually. In the recent review, seventy-one companies are named to the Taiwan ESG Index, among which sixteen, including Yuanta FHC, are from the financial sector and the companies from electronics and technology sector and the companies from traditional industries respectively constitute sixty and twenty percent of the index. The compilation of the Taiwan ESG Index has a positive impact on advancing the sustainable investment, aiming to achieve stable long-term return while investing in sustainability. Yuanta FHC is privileged to be honored with various recognitions from local and international organizations, including being named as a constituent in Dow Jones Sustainability World Index and Dow Jones Sustainability Emerging Markets Index, “A”-rated by MSCI ESG Ratings, included in the FTSE4Good Emerging Index for three consecutive years, awarded the “Platinum Award for Excellence in Governance, CSR, Investor Relations Benchmarking” among Asian enterprises by The Asset, ranked in top 5% of listed companies in the 5th annual “TWSE Corporate Governance Evaluation Award”, assured by BSI for corporate social responsibility report for fifth consecutive years, and acknowledged for green procurement and enterprise happines
01172020Yuanta FHC announces the appointment of Internal Audit Officer of Yuanta Securities (Cambodia)
01172020Yuanta FHC announces resolution of the EGM of Yuanta Securities (Cambodia)
01162020Yuanta FHC on behalf of Yuanta Commercial Bank Co., Ltd. announces the acquisition of the right-of-use asset from Yuanta Securities Co., Ltd.
Yuanta Sec. is an industry leader in securities brokerage, market making, and investment banking. In recent years, it has developed superior new financial products and a WM business, in addition to private banking services. Into the future, Yuanta Sec. will work to link its international locations, integrating group resources to offer even higher quality services, on its way to becoming a top tier investment bank in the region.
- Wealth Management
- Derivative Products
- Investment Banking
- Overseas Business
Yuanta Bank possesses an expansive distribution network, with 148 Taiwan branches staffed by a team of finance professionals, offering a comprehensive range of financial services. Main business areas include consumer finance, corporate finance, and wealth management, making it a one-stop provider for all its clients’ financial needs.
- Credit Cards
- Personal Loans
- Corporate Finance
- Wealth Management
- Digital Banking
Yuanta Life's core business is continuing to develop and promote "Protection-type and long-term paying products" and "Wealth Management products", and deliver these products and services via distribution channels including Bancassurance channels, Brokerage channels, Agency channels, Telemarketing channels and E-commerce channels.
- Protection-type and long-term paying products
- Wealth management products
- Policy Services
- Claim Services
- Customer services
With a diverse selection of ETF products and industry-leading market share and liquidity, Yuanta Funds helps clients plan a comprehensive asset placement strategy capable of achieving profits in bull and bear markets with worldwide investment allocation, giving its clients a firm grasp on the latest market trends.
- Equity Funds
- Bond Funds
- Dividend Funds
- Index Funds
- Balanced Funds
- Money Market Funds
Yuanta Futures is Taiwan's largest futures company, with top rankings in domestic futures and options, international futures, capital, net value, BVPS, customer margin, pre-tax profit and EPS, and number of business locations. Other major business areas include advisory services and leveraged transactions, as it pursues further development in the region.
- Domestic Futures
- Domestic Options
- International Futures
- Leveraged Transactions
- Advisory Services
- Hong Kong
Yuanta Securities Investment Consulting
Yuanta Securities Investment Consulting uses fundamental analysis as an investment basis, supported by the thorough study of market trends. By strictly controlling all forms of risk, and firmly upholding the principles of integrity and trust, Yuanta Securities Investment Consulting manages its clients’ assets and helps them achieve long-term, reasonable, and stable returns.
- Research Reports
Yuanta Securities Finance
Yuanta Sec. Finance has the longest history, the largest scale, profits, and market share in the Taiwanese industry. Current main business areas include Stock Secured Loans for retails, institutions, and large shareholders, which are notable for their convenient loan procedures and lack of initial outlay or collateral fees.
- Margin Finance
- Stock Secured Loans
Yuanta Venture Capital
Yuanta Venture Capital carries out investment management services in domestic and international technology, general manufacturing, and the service industry. In addition to providing capital to the investment target, Yuanta Venture Capital provides corporate operation, management, and consulting services.
- Investment Management
- Management and Consulting Services
Yuanta AMC upholds the concept of expedited debt recovery while also looking out for the interests of the company, conducting financial institution creditors’ rights appraisal, purchase, and auction services. Yuanta AMC will continue to cultivate its domestic and international direct investments in pursuit of capital gains, setting the foundation for its transition into the investment banking business.
- Distressed Debt Purchase
- Accounts Receivable Purchase
- Overdue Receivable Management
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