《大行報告》大摩:市場將聚焦匯控及渣打成本及資本計劃 料股價有支持
摩根士丹利發表報告表示,主要本地銀行股將於下周公布去年業績,在較低信貸風險以及持續派息政策下,匯控(00005.HK)及渣打(02888.HK)去年度業績表現較佳,料該兩間銀行會公布新成本控制及資本計劃。
報告又指,預計兩家銀行都將能夠加快資本回報的步伐,匯控可能會有進一步風險加權資產效率的目標;而市場則較為關注渣打的收益前景等。
該行稱,市場將聚焦匯控及渣打成本及資本計劃,料對股價有支持;至於本地銀行而言,收入壓力仍大,故維持恆生銀行(00011.HK)及東亞銀行(00023.HK)「減持」評級。
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