大行評級|大摩:仍看好股東總回報較高的香港銀行股 予匯豐及渣打“增持”評級
摩根士丹利表亞太區金融行業報告,區內GDP增長放緩和美國利率的不確定性使該行對產業的看法保持一致,仍看好股東總回報較高的香港銀行股。該行指,相對於恆生及中銀香港,在香港上市的銀行股中,大摩看好匯豐控股及渣打集團,因受惠股息、股票回購和持續的高股本回報率,將爲此兩銀行的股價提供支持。大摩表示,予匯控“增持”評級及目標價92.3港元,予渣打“增持”評級及目標價128.3港元。
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