大摩:渣打(2888.HK)對今年收入增長有信心,評級“與大市同步”
大摩發研報指,與渣打集團(2888.HK)管理層在會議上作討論,並表示渣打在不同地區經遭受多波新冠疫情,多元化亦有助於維持集團層面的增長,渣打仍然對今年6-7%的收入增長目標充滿信心,但今年首季財富管理業務收入受壓,可能略低於去年首季收入,而金融市場收入則表現強勁,予目標價547便士及“與大市同步”評級。
該行表示,由於渣打的大部分業務在亞洲,直接對俄羅斯敞口的風險微乎其微,而二級風險可能來自商品市場的干擾,渣打正在對此進行監控,目前沒有明顯的問題,長遠來看,渣打還需要監控通脹的影響,渣打仍然預期利率上升將成為提高回報的主要動力。
該行指出,在中期增長動力方面,渣打對中國業務的增長目標與過去類似,增長的主要領域可能是人民幣業務和財富管理的增長,包括在岸業務,亦指在個人銀行業務方面,10%的財富業務增長應該是可以實現的,亦符合市場預期。
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