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《大行報告》美銀證券料匯控(00005.HK)首季稅前溢利36億美元 評級「買入」
阿思達克 04-20 11:46
美銀證券料匯控(00005.HK)首季稅前溢利36億美元,按年下跌37%,隨著近期市場利率上調,將匯控2024年每股盈利預測進一步上調5%至1美元,該行年初至今上調幅度為20%,認為2024年的盈利比2021年的收益高出60%。美銀證券重申匯控評級「買入」,倫敦目標價由6.2英鎊上調至6.45英鎊,港股目標價為65.7港元。 美銀證券認為,匯控是通脹升溫的主要受益者,並似乎將在2024年實現12%的有形資產回報率。 美銀證券預計,在今年第一季香港按揭貸款需求疲軟,雖然全球貿易強勁,但中國貿易受到干擾,將今年亞洲貸款增長下調2個百分點,認為香港和內地的防疫措施將限制財富管理產品銷售。該行估計匯控季內將作出2億美元的俄羅斯相關撥備。
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