大行評級|高盛:上調匯豐控股目標價至84港元 上調2024至28年每股盈測
高盛發表研報指,匯豐控股第二季業績表現超出高盛及市場預期,期內撥備較預期少,列賬基準税前盈利較高盛及市場普遍預期高15%及17%,撥備前經營利潤則高出8%。匯控將2024年銀行業務淨利息收益指引上調至約430億美元,目標2024年及2025年均實現約15%的平均有形股本回報率。考慮到該行銀行業務對利率的敏感度下降,相應地高盛亦將其2025至2026年銀行業務淨利息收益預測上調3%至420億及420億美元,今年度預測則維持為433億美元。高盛並將匯控2024至2026年收入預測調整為658億、649億及653億美元,估計平均有形股本回報率將逐步降至15%、14%及13%,符合指引。整體而言,高盛將匯控2024至2028年每股盈利預測分別上調1%、8%、6%、6%及7%,目標價從81港元升至84港元,維持“買入”評級。
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