《大行報告》摩通:匯控(00005.HK)為大中華區銀行首選 評級「增持」
摩通發表報告指,匯控(00005.HK)股價自上周英倫銀行公布不加息後累計調整3%,該行仍視之為大中華區銀行股首選,由於該行料英倫銀行於12月將加息,預計至明年底將加息共65點子。英國業務收入於匯控佔比達32%,於渣打(02888.HK)則僅佔6%,料英國每加息25點子將推動匯控稅前盈利3%。
報告並指,匯控於本港財富管理業務領先,相信中港通關後將較同業受惠更多,本港經濟前景未如明朗亦將令匯控表現跑贏本地銀行,加上其回購計劃可支持其估值。該行維持匯控「增持」評級,目標價57元。
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