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花旗:上調匯豐控股(0005.HK)及渣打集團(2888.HK)目標價
格隆匯 11-30 13:04

花旗發表研究報告預期匯豐控股(0005.HK)及渣打集團(2888.HK)的盈利復甦將較香港本地銀行強,估計兩行可恢復派息,但派息水平或較以往低。花旗將匯控目標價上調24%至43.5港元,而渣打目標價亦升11%至60.1港元。

花旗表示,兩間銀行因為貸款損失正常化,及收入增長快於成本增長,料未來幾年的每股純益和股權投資回報率均有望改善,而香港本地大型銀行股2021年盈利或受到淨息差等不利因素的拖累。

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