大行評級|大摩:上調渣打集團目標價至128.3港元 重申“增持”評級
摩根士丹利發表研報指,根據渣打集團2024年第四季度的業績,分別上調其2025及2026財年的盈利預測6.7%及2.7%,並指這兩年較高的淨利息收入估算反映去年末季較高的業績,至於非利息收入估算略有下調,更高的成本預期很大程度上反映存款保險的重新分類。另外,大摩將渣打2025財年的股票回購預期上調至30億美元;2026財年上調至20億美元。大摩將渣打H股目標價由108.5港元上調至128.3港元,重申“增持”評級。
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