《大行報告》大摩升匯控(00005.HK)目標價至50元 料短期受惠股份回購及英國加息預期
摩根士丹利發表報告,匯豐控股(00005.HK)今年第三季業績優預期,同時宣布進行20億美元股份回購,決定上調對其目標價,由48元升至50元,維持「與大市同步」評級。
該行表示,上調匯控今明兩年每股盈利預測各7.5%及4.2%,受惠於今年信貸減值情況及英國淨利息收入表現。匯控亦宣布第四季進行20億美元股份回購,該行料匯控明年及2023年將有共30億美元股份回購。
該行亦指,匯控股價有短期因素支撐,包括規模高於大摩預期的股份回購,以及預期英倫銀行於11月4日的貨幣政策會議中加息,兩者均為顯著的短期催化劑。
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