《大行報告》高盛升匯控(00005.HK)目標價至59元 上調今年每股核心盈測16%
高盛發表報告表示,重申對匯豐控股(00005.HK)「買入」評級,上調其目標價由57元升至59元,潛在升幅28%,指集團今年首季盈利勝預期,受惠於收入前景改善、信貸需求回升及強勁的財富管理業務所推動。
該行認為,匯控有多項潛在因素推動市場提升盈利預測,當中包括信貸成本減少、收入較高及成本固定。匯控管理層預計今年信貸成本將少於32億美元,低於市場原先共識的44億美元,此足以上調對其全年核心除稅前溢利預測最少8%。
高盛表示,上調對匯控2021年至2022年核心每股盈利預測各16%及1%,基於首季業績優於集團原先指引。
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