《大行報告》大摩:匯控(00005.HK)擬售法零售銀行 料致稅前虧損23億美元略高市場預期
摩根士丹利發表報告表示,就匯豐控股(00005.HK)公布訂備忘錄可能出售法國零售銀行業務,指此策略符合原先策略,匯控前預期出售將產生除稅前虧損約23億美元,指虧損較市場原預期略大,相信完成出售後集團會聚焦亞洲地區增長領域。
該行指,匯控旗下法國零售銀行業務涉貸款規模262億美元,相當於集團總體貸款2%、旗下歐洲業務(撇除英國)貸款佔比18%,旗下法國零售銀行業務涉存款231億美元,相當於集團總體存款1%、旗下歐洲業務(撇除英國)存款佔比8%,涉風險加權資產71億美元佔集團規模較小。
大摩予匯豐控股「與大市同步」評級,及目標價46元。
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