《大行報告》大摩:匯控(00005.HK)季績強勁 每股派息7美仙為市場預期中間水平
摩根士丹利發表報告表示,匯豐控股(00005.HK)第二季經調整稅前溢利為56億美元,勝預期,主因季內不良資產撥備為2.84億美元,遠低於該行及市場預期;至於撥備前利潤略低於市場預期4%,但高於該行預期5%。
該行補充,匯控中期每股派息7美仙屬市場預期中間水平,目標全年派息比率為40%至55%,預計其2022至2023年度派息率分別為47%及50%。該行又指,由於今年集團不良資產撥備方面的表現理想,不排除其20億美元回購中的一部分可能會提前,令該行能夠優化並保持靈活的資本和派息管理。維持其「與大市同步」評級及目標價46元。
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