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大行評級|大摩:上調匯豐目標價至92.3港元 維持“增持”評級
格隆匯 02-20 10:17
摩根士丹利發表報吿指,匯控經調整除税前盈利高於該行及市場預期9至10%,因淨利息收入抵銷了較高撥備金額的影響,並指其成本可控。該行指,匯控對2025年指引和2025至2027年有形股本回報指引為14%至16%(mid teens),意味着市場將上調對對其預測8至10%。該行料對匯控股價影響有正面反應,匯控目標價由84.6港元上調至92.3港元,維持“增持”評級。大摩指匯控公佈業績後,基於今年淨利息收入及至2027年的中期有形股本回報指引,該行將上調對其預測8至10%。
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