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《大行報告》瑞銀升匯控(00005.HK)目標價至48.5元 指首季業績強勁
阿思達克 04-28 10:17
瑞銀發表報告表示,重申對匯豐控股(00005.HK)「中性」投資評級,基於今年上調對其2022年至2025年每股盈利預測6%至8%,決定上調對其港股目標價由47元升至48.5元,將其倫敦目標價由430便士升至450便士,此按綜合方式作估值,基於其於2022年有形每股資產淨值的0.8倍、有形股本回報率介乎8%至9%、市盈率10.1倍及股息回報3.9厘作估值。

該行指,匯控今年首季經調整除稅前純利高於集團原先指引47%,主要是收入理想、淨信貸損失準備錄得回撥因素所推動。由於宏觀經濟回穩,集團首季業績受金融市場及財富管理業務所支持。

瑞銀表示,上調對匯控2021年每股盈利預測21%至0.6美元,升匯控2022年每股盈利預測6%至0.6美元,並調高其2023年每股盈利預測9%至0.71美元。

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