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高盛:予汇控(0005.HK)“买入”评级 目标价87.42港元
格隆汇 09-12 11:10

华尔街日报引述消息报道,汇控(00005.HK)计划退出法国零售银行业务,最可能的买家为拟扩大当地市占的一家法国银行,惟不确定具体交易作价。高盛发表研究报告,汇控一直强调法国业务相对表现较差,故认为存在出售的可能性,给予汇控“买入”评级,目标价905便士(约87.42港元)。

报告指,整体而言,法国零售银行不论在资本使用及盈利影响,占汇控业务比例很小。换言之,该行认为出售是对非围栏银行(NRFB)更广泛重组的第一步,这对银行而言是一个重要的战略机遇。高盛相信这是一个关键机会,去减低由於低利润的欧洲投资银行拖低回报的影响。

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