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《大行報告》高盛料英倫央行最快本月11日批准匯控(00005.HK)及渣打(02888.HK)恢復派息 輕微上調目標價
阿思達克 12-04 12:12
高盛發表研究報告,相信英倫銀行可能會批准匯控(00005.HK)及渣打(02888.HK)最早於12月11日恢復派息。該行預期初時金額不多,匯控第四季為0.1美元,渣打下半年為0.15美元。其後隨著盈利及宏觀環境改善,預期2021及2022年,匯控派息會改善至0.3美元與0.4美元,而渣打改善至0.25美元與0.33美元。另外,該行預期在明年起亦會開始回購計劃。由於兩家銀行的資本過剩,因此料在2021及2022年期間,匯控的總回購額分別為10億美元及35億美元,渣打則每年回購10億美元。

雖然匯控及渣打的股價自9月25日低位反彈約50%,但該行仍繼續維持它們「買入」投資評級,認為英倫銀行的決定會是正面的催化劑,股息及資本回報率再次成為兩家銀行值得投資的主題,將匯控目標價由51美元上調至52美元;渣打目標價由54美元上調至55元。

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