《大行報告》恆生銀行(00011.HK)投資評級及目標價(表)
花旗發表報告料恆生銀行(00011.HK)將於2月21日(周一)公布去年業績,受累疫情影響貿易及商業活動、內地商業房地產市場疲弱令預期信貸損失淨提撥上升,本網綜合5間券商,預計恆生銀行2022年除稅前溢利介乎106.78億元至144.33億元,較2021年同期163.85億元,按年下跌11.9%至34.8%;中位數130.67億元,按年跌20.3%。
綜合3間券商計恆生銀行2022年純利介乎91.28億元至117.67億元,較2021年同期139.6億元,按年下跌15.7%至34.6%。綜合5間券商料恆生銀行2022年每股股息介乎3.1元至4元,較2021年每股股息5.1元,按年下18.8%至21.6%;中位數為3.8元,按年跌25.5%。投資者將關注恆生銀行受內房相關信貸損失淨提撥的影響、每股派息及相關指引。
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下表列出9間券商對其評級及目標價:
券商│投資評級│目標價
摩根大通│增持│155元
星展│買入│150元
中信証券│增持│145元
美銀證券│中性│140.3元
中金│中性│140.04元
摩根士丹利│減持│128.3元
花旗│中性│124元
高盛│沽售│116元
富瑞│持有│110元
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