《大行報告》高盛上調匯控(00005.HK)目標價至61元 評級「買入」
高盛發表報告指,低利率環境自去年起持續損害匯豐控股(00005.HK)之利潤表現,集團旗下財富管理資產達1.3萬億美元,並冀有關部份稅前盈利可錄雙位數增長,在基本預期下,預期集團至2025年財富管理收入和稅前盈利基本情境預測,料分別錄11%及19%增長,而在「樂觀」情境下,則料分別錄17%及25%增長。
該行估計,匯控旗下亞洲區的財富管理業務快速增長趨勢會持續,而匯控「專注優勢」的策略下,相信財富管理業務增長會集團是重要的一部份。
高盛表示,對匯控升2021至2023年每股盈利預期分別3%、5%及5%,目標價由59元升至61元,評級「買入」。
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