《大行报告》高盛:渣打(02888.HK)首季基本税前溢利高预期16% 今年指引与市场预期一致
高盛发表报告指,渣打(02888.HK)首季基本税前溢利达17亿元,较该行预期高了16%,主要是信用减值较低及成本下降所带动。整体而言,存款按季稳定,活期及储蓄存款(CASA)迁移按预期进行,其速度于今年首季放缓,该行认为这或会支持集团的有形股本回报率(ROTE)向逾10%水平的方向进发。
该行指,集团将其今年收入增长目标上调至早前指引8%至10%之间的顶端,受惠于内地重开以及金融市场和财富管理呈良好势头。
报告又指,于成本方面,集团目标今年及明年正收入与成本增长差为3%,若收入增长跑赢大市,将会扩大的空间,该行指,集团收入和成本指引与市场预测大致一致。
该行给予渣打目标价为980便士,以及维持「中性」评级。(ca/s)
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