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《大行報告》摩通料匯控及渣打旗下俄羅斯業務佔比較小 指挑戰來自全球經濟增長放慢
匯豐控股(00005.HK)及渣打集團(02888.HK)近日股價受壓,據摩根大通上周四(3日)發表報告表示,相信是市場擔心地緣政治風險,但認為反應屬度,特別是對渣打。該行指按匯控及渣打所披露的資料及管理層的評論,兩銀行旗下俄羅斯業務直接佔比很小,相信所面臨的挑戰來自全球經濟增長的放慢。 該行指渣打集團在歐洲業務佔比少於1%,對比匯控歐洲業務佔比約9%,料要優先面對通脹相關經濟風險,該行喜愛渣打集團多於匯控。 摩通料匯控旗下俄羅斯業務收入佔2,200萬美元,相當於集團總體收入佔比0.09%,估計其旗下俄羅斯業務除稅前盈利僅500萬美元,於總體佔比0.05%。該行料匯控旗下歐洲業務收入38.32億美元,相當於總體佔比8%,旗下歐洲市場淨貸款906.26億美元,相當於總體佔比9%。 該行表示,基於商品價格持續上升,將影響全球經濟增長前景,甚至或會推遲央行加息預期。摩通下調對全球今年GDP增長預測0.3個百分點,特別是歐元區(下調1個百分點),料對亞洲新興市場僅影響0.1個百分點。
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