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大行評級|摩根大通:重申匯豐“增持”評級 第三季業績勝預期
摩根大通發表報吿指,匯豐控股第三季業績勝預期,但由於市場正等待有關重組的更多數字指引,因此股價短期內可能會橫行。該行維持對匯控目標價86港元,重申“增持”評級,相信該行在減息後能夠提供雙位數字的正常化ROTE。報吿指,撇除提早贖回證券引致的一次性虧損後,銀行業務淨利息收入與第二季比較大致穩定,令銀行業務的淨息差較預期高出1%。而淨利息收入、手續費收入和資本表現超出預期。另外,報吿指,集團CET1比率為15.2%,高於預期的14.9%,為未來股東回報留出上升空間。至於集團宣佈回購30億美元股票,符合預期。
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