《大行報告》高盛:匯控(00005.HK)退美零售銀行業務 顯聚焦盈利能力 重申「買入」評級
就匯豐控股(00005.HK)近日公布將透過多項交易退出美國零售銀行市場,相關交易正待監管機構批准,買方包括公民銀行(Citizens Bank)及國泰銀行(Cathay Bank)等,高盛發表報告表示,基於匯控旗下美國零售銀行業務規模較小、盈利能力較低及成本較高,相信相關公布對集團影響正面,因顯示集團向更為聚焦盈利能力的方向邁出一小步。
該行指,雖然並無匯控退出美國財富管理及個人銀行業務(WPB)的額外資料,但相信其可藉此改善盈利能力。高盛重申對匯控「買入」評級,對其倫敦上市的目標價為585便士。(wl/k)
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