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大行評級 | 花旗上調匯豐和渣打港股目標價,復甦料強於香港本地銀行股
uSMART盈立智投 11-30 09:36

彭博新聞社報道,花旗表示,將匯豐控股和渣打集團港股目標價分別上調24%和11%,其盈利復甦料強於香港本地銀行,且派息有望重啓。

分析師Yafei Tian等人在報告中表示,兩銀行未來幾年每股收益和股權投資回報率(ROE)均有望改善,因貸款損失正常化、且收入增長快於成本的增長;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。

資本增強有望推動兩銀行重啓派息,儘管派息水平會低於以往。

匯豐和渣打新目標價分別爲43.5港元和60.1港元。

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