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《季績前瞻》券商料渣打(02888.HK)首季法定稅前溢利升逾2%至14% 聚焦收入前景指引
阿思達克 04-28 10:39
花旗本周一(26日)發表英國銀行業報告,估計渣打集團(02888.HK)將於本周四(29日)公布首季業績,市場估計受惠資本市場表現強勁,提振財富管理及金融市場業務收益,料渣打季內信貸減值表現或可優預期,本網綜合3間券商料渣打2021年首季法定表現除稅前溢利介乎9.06億至10.18億美元,較2020年首季8.86億美元按年上升2.3%至14.9%。

綜合3間券商料渣打2021年首季基本表現除稅前溢利介乎9.94億至10.71億美元,較2020年首季12.22億美元按年下跌12.4%至18.7%。綜合3間券商料渣打今年首季基本表現經營收入介乎38.13億至38.8億美元,較去年首季43.27億美元按年下跌10.3%至11.9%。而花旗指關注渣打收入增長前景指引、以及其盈利能力的表現。

【受惠股市暢旺 信貸減值降】

花旗估計渣打首團2021年法定表現除稅前溢利為9.51億美元按年升7.3%,估計經調整除稅前溢利為11億美元按年下跌12%,與市場同業預期大致相近,而證券同業估計渣打今年首季經營收入39億美元,按季升18%(按年跌4%),主要反映金融市場收入強勁因素,估計信貸損失準備表現會有令人驚喜表現。

花旗估計渣打今年首季經調整收入38億美元按季升17%(按年跌5%),增長動力主要來自金融市場業務(按季升48%;按年跌8%)及財富管理業務(按季升33%;按年升9%),因本港資本市場交易量按季升59%(按年升85%),但料淨利息收入疲軟(按季跌2%;按年跌6%),淨息差溫和下跌(按季收窄4個基點)。

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本網綜合3間券商料渣打2021年首季法定表現除稅前溢利介乎9.06億至10.18億美元,較2020年首季8.86億美元按年上升2.3%至14.9%。

券商│2021年首季法定表現除稅前溢利預測│按年變幅

大摩│10.18億美元│+14.9%

花旗│9.51億美元│+7.3%

高盛│9.06億美元│+2.3%

按渣打集團2020年首季法定表現除稅前溢利8.86億美元估算

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綜合3間券商料渣打2021年首季基本表現除稅前溢利介乎9.94億至10.71億美元,較2020年首季12.22億美元按年下跌12.4%至18.7%。

券商│2021年首季基本表現除稅前溢利預測│按年變幅

花旗│10.71億美元│-12.4%

大摩│10.68億美元│-12.6%

高盛│9.94億美元│-18.7%

按渣打集團2020年首季基本表現除稅前溢利12.22億美元估算

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本網綜合3間券商料渣打2021年首季基本表現經營收入介乎38.13億至38.8億美元,較2020年首季43.27億美元按年下跌10.3%至11.9%。

券商│2021年首季基本表現經營收入預測│按年變幅

大摩│38.8億美元│-10.3%

高盛│38.5億美元│-11%

花旗│38.13億美元│-11.9%

按渣打集團2020年首季基本表現經營收入43.27億美元估算

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