《大行報告》摩通升匯控(00005.HK)評級至「增持」 目標價上調至52元
摩根大通發表報告指,匯豐控股(00005.HK)過去三個月股價調整10%並跑輸恆指3個百分點,相信主要受累於英國新型肺炎疫情反覆及美國債息收益率趨弱。該行認為匯控基本因素仍然穩定,本港市場宏觀經濟及就業市場改善,亦將支持匯控收入回復及信貸成本正常化。
該行指,雖然匯豐次季業績表現好壞參半,但公司管理層對風險成本、貸款增長及資本回報看法仍正面。該行預計匯控年內將進行20億元回購。
該行整合匯控次季業績表現後,上調今年全年每股盈利預測20%,2022年及2023年盈測未有重大調整,目標價相應自51元上調至52元,評級亦自「中性」升級至「增持」。相信匯控在投資者自出售中國股份及科網股份後將受青睞,惟本港銀行中,渣打(02888.HK)的盈利增長前景及透明度較強,估值亦較低。
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