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大行評級|高盛:維持對渣打集團“買入”評級及87港元目標價 調整每股盈利預測
高盛發表報吿指,渣打集團第二季除税前基本溢利為18億美元,高於預期,主要由於支出及撥備低於預期所帶動。收入大致符合預期。管理層調高收入增長指引,料全年按固定匯率基準計算收入增長超過7%,而市場預期為約9%。此外,高盛指,渣打資本水平超預期,管理層宣佈今年再回購約15億美元,去年已完成10億美元的回購。連同本年度宣佈的中期股息,目前已宣佈及完成的回購總額達27億美元,而2024至2026財年總資本回報計劃則超過50億美元。該行預期渣打股價反應正面,主要是反映回購的規模高過預期。高盛維持對渣打“買入”評級及87港元目標價,同時將2024至2028財年每股盈利預測分別調整+4%/+2%/+1%/-2%/-2%,目前預期渣打於2025財年和2026財年回購金額分別為20億美元和15億美元。
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