《大行報告》美銀證券上調匯控(00005.HK)目標價至61.9元 評級「買入」
美銀證券發表研究報告指,考慮到利率預期上升以及交通銀行(03328.HK)對2022年展望充滿信心,該行將匯豐控股(00005.HK)2023至2024年每股盈利預測上調0.01至0.02美元,並繼續預期匯控淨利息收入表現將高於市場預期。
該行強調,匯控預計每年進行30億美元的回購,是帶動目標價上升的一個關鍵因素;又指花旗早前宣布剝離墨西哥零售和商業銀行業務,或是資金配置機會,關注匯豐如何應對。
美銀證券指,匯控於2021年第三季持有1,340億美元的普通股一級資產,比率為15.9%,增長來自存款利差、抵押及貿易融資所帶動,料將消耗有限的風險加權資產,令該行資金維持充裕。美銀證券認為,匯控資本配置克制,可能有助於未來估值重新評級,重申對其「買入」評級,上調目標價由57.88元升至61.9元,為本月內第二次上調目標價。
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