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美銀美林:予匯控(0005.HK)目標價67.21港元 評級“中性”
格隆匯 09-20 17:01

美銀美林發表研究報告指,預計香港下半年將出現經濟衰退,即使近期發生的社會事件完全平息,訪港旅客數字亦需要一段時間恢復。不過,香港銀行同業拆息(HIBOR)處於較高水平,匯控(0005.HK)未來增長將有挑戰。該行予匯控目標價7.06英鎊/67.21港元,評級為“中性”。

美銀美林表示,集團2019年的收入按年增長3%,相信在普通股權一級資本比率維持14%的情況下,派息有望維持0.51美元的水平,但認為2020年將不會有10億美元的回購計劃。

該行又指,有報道指出匯控考慮出售法國零售銀行業務,認為有關報道合理,並相信集團有可能亦會將美國零售銀行的業務出售。早前集團計劃裁員,遣散費或達到7億美元,該行看到集團2020年有關環球銀行及市場的目標將會進一步下降。

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