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《大行報告》花旗:匯控(00005.HK)上季業績優預期 但派息指引保守
阿思達克 02-23 17:28
花旗發表報告表示,匯豐控股(00005.HK)去年第四季業績優預期,經調整除稅前盈利22億美元,主要受淨利息收入按季升3%所帶動、撥備支出較低,兼且資本水平強勁(普通股權一級資本比率15.9%)。

該行指,匯控去年業績強勁,主要受淨利息收入及撥備損失較少所帶動,相信退出部份業務可支持淨利息收入,指集團的戰略更新是媒體關注的重點,指基本上符合預期,並提供了一些新的驚喜、有形股本回報率目標達雙位數字,雖然集團仍然充滿挑戰。

就集團自2022年起計劃逐步將目標派付比率設定在列賬基準每股普通股盈利的40%至55%之間,將考慮回購股份但短期內則不作考慮,花旗指匯控派息指引屬保守。該行維持匯控「買入」評級及倫敦目標價4.2英鎊(約45.82港元)。(wl/a)

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