《大行報告》花旗:匯控(00005.HK)次季業績良好 回購指引令人鼓舞 前景樂觀
花旗發表研究報告指,匯控(00005.HK)(HSBA.L)今年第二季基本稅前盈利錄90億美元,比市場預期高出12%,收入較預期高出6%,而成本和減值開支則符合預期。第二季列賬稅前盈利爲88億美元,比市場預期高10%。普通股權一級資本比率按季持平在14.7%,而股息和額外回購金額亦符合預期。匯控目前指引今明兩年有形股東回報達約15%,今年淨利息收入升至逾350億美元。
花旗認爲,匯控第二季業績良好,回購指引令人鼓舞,前景樂觀,給其英股「買入」評級,正處於正面催化劑觀察。
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