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UPDATE 4-Manulife mulls buybacks after disappointing quarter

Published 2016-08-04, 04:07 p/m
© Reuters.  UPDATE 4-Manulife mulls buybacks after disappointing quarter
BARC
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MFC
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* Q2 EPS 40 Canadian cents vs 46 cents average view

* CEO says board considering share buybacks

* Shares down 5.4 percent (Recasts, adds CEO comments from conference call)

By Matt Scuffham

TORONTO, Aug 4 (Reuters) - Manulife Financial Corp MFC.TO , Canada's biggest life insurer, said it could buy back shares after reporting lower-than-expected quarterly earnings and warning of a future C$500 million ($380 million) charge.

Manulife blamed its disappointing second-quarter earnings on a sharp decline in interest rates as well as market volatility that Chief Financial Officer Steve Roder said was due in part to Britain's vote to leave the European Union.

"It was a very volatile quarter," Roder said in an interview on Thursday. "We hope it's not representative of the year as a whole, and we're heavily focused on improving in the second half."

Manulife shares ended down 5.4 percent, or 97 Canadian cents, at C$16.95 in trading in Toronto. The shares have fallen by 18 percent since the start of the year and Manulife is currently trading at 0.87 times the value of its assets, well below that of rivals, according to Thomson Reuters I/B/E/S.

Chief Executive Donald Guloien said the company was considering buying back shares given its low valuation.

"We're giving consideration and discussing that with our board of directors. We've always preferred to invest in the business, but when the stock price gets as low as it is, stock buybacks could make sense," he told investors.

The company said an annual review of its actuarial methods could result in a charge of up to C$500 million, although some analysts had expected a higher figure.

Roder said Manulife was focusing on markets that continue to provide healthy margins. Like other Canadian insurance companies, it is expanding rapidly in Asia, selling products to the region's burgeoning middle class.

Manulife said it delivered strong double-digit growth in sales and new business in Asia and positive net flows across its wealth and asset management businesses.

However, Barclays (LON:BARC) analyst John Aiken said: "Manulife continues to struggle to lift its earnings in the low interest rate environment, and the sales and new business value generated in Asia will take some time to filter down to the bottom line."

The company said it would maintain its dividend at 18.5 Canadian cents a share for the second quarter, disappointing some investors who had hoped for an increase.

Second-quarter core earnings, which exclude some items, fell to C$833 million, or 40 Canadian cents a share, from C$902 million, or 44 Canadian cents a share, a year earlier. Analysts on average had expected 46 Canadian cents a share, according to Thomson Reuters I/B/E/S.

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