《大行報告》美銀證券料匯控(00005.HK)第三季稅前盈利42億美元 評級「買入」
美銀證券發表研究報告指出,對匯豐控股(00005.HK)2021財年第三季的稅前盈利預測料42億美元,高於市場預期的38億美元,主因非利息收入強勁。季內資本市場活動強勁,匯控在尤其是商業銀行和按揭方面的貸款具增長勢頭,維持其「買入」評級,目標價55.36港元。
該行認為,匯控的前景大幅好轉,鑑於現金流狀況改善,有機會提前宣布回購股份計劃,規模或涉5億美元。另估計匯控目前可投資及實現10%或以上的有形股本回報率,同時每年向普通股股東分配高達90億美元。
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