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《大行报告》摩通:渣打(02888.HK)增长展望改善 维持「增持」评级
阿思达克 11-02 15:35
摩根大通发表研究报告,指渣打集团(02888.HK)第三季业绩表现强劲,拨备前利润和收入都高于集团预期,包括净利息收入高于预期2%,成本符合预期,带动拨备前利润高过市场预期8%。信贷减值年化率维持低企在14点子,而第三季没有显著回拨,因此税前盈利大致符预期。该行预期,随著2023年趋向加息,渣打增长展望见改善,料全球利率每增加50点子,其每股盈利可上升12%。 该行指,渣打核心一级资本充足率在14.6%,对比市场预期为14.3%。管理层预期第四季将会有更多资本行动,该行料为股份回购,同时仍在就竞购花旗亚洲零售资产进行谈判。基于集团收入及成本指引不变,市场对渣打今年盈利预测变化有限,该行认为其估值吸引,维持其「增持」评级,目标价看68元。
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