《業績前瞻》券商料渣打中期稅前法定溢利逾22億至23億美元關注收入表現
市場料渣打集團(02888.HK)將於明日(8月1日)公布中期業績。本網綜合3間券商預測，料除稅前法定(Statutory)溢利預測介乎22.26億至23.79億美元，較2018年同期23.46億美元，按年下滑5.1%至升1.4%。高盛指市場將聚焦其收入表現。
該行綜合2間券商料渣打上半年除稅前基本溢利(Underlying profit)預測介乎25.34億至26.54億美元，較2018年同期23.56億美元，按年升7.6%至12.6%。此外，綜合3間券商料其上半年經營收入預測介乎75.43億至77.13億美元，較上年同期76.49億美元按年跌1.4%至微升0.8%。
【將關注收入 資本率回落】
高盛表示，料渣打明天中午將公布中期業績，估計渣打今年上半年除稅前法定溢利將按年跌1%至23.22億美元(市場同業料22.62億美元)，料其除稅前基本溢利預測為25.34億美元(市場同業料25.03億美元)按年增長7.6%，並估計上半年經營收入按年微升0.1%至76.58億美元。
該行料渣打第二季除稅前法定溢利錄10.8億美元(市場同業料10.2億美元)，將按年下滑7%(按季跌13%)，料其第二季稅前基本溢利預測為11.5億美元(市場同業料11.19億美元)，將按年升5%(按季下滑17%)，料營運收入按年升2%至38.45億美元，料截至6月底止普通股權一級資本比率回落至13.5%，因集團宣布啟動總值10億美元股份回購。
摩根士丹利則料渣打上半年除稅前法定溢利可按年升1.4%至23.79億美元，料除稅前基本溢利則按年升12.6%至26.54億美元。該行估計渣打今年第二季稅前法定溢利11.37億美元按年跌1.9%(按季下滑8.4%)，估計其第二季法定溢利12.7億美元按年升15.6%(按季下滑8.2%)，料其成本收入比率為65%，料截至6月底止普通股權一級資本比率14.1%，料發中期股息每股7美仙(去年同期派6美仙)。
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本網綜合3間券商預測，料除稅前法定(Statutory)溢利預測介乎22.26億至23.79億美元，較2018年同期23.46億美元，按年下滑5.1%至升1.4%。
券商│今年上半年除稅前法定溢利預測│按年變幅
摩根士丹利│23.79億美元│+1.4%
高盛│23.22億美元│-1.02%
美銀美林│22.26億美元│-5.1%
按渣打2018年上半年除稅前法定溢利23.46億美元計算
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該行綜合2間券商料渣打上半年除稅前基本溢利(Underlying profit)預測介乎25.34億至26.54億美元，較2018年同期23.56億美元，按年升7.6%至12.6%
券商│今年上半年除稅前基本溢利預測│按年變幅
摩根士丹利│26.54億美元│+12.6%
高盛│25.34億美元│+7.6%
按渣打2018年上半年除稅前基本溢利23.56億美元計算
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綜合3間券商料渣打今年上半年經營收入預測介乎75.43億至77.13億美元，較上年同期76.49億美元按年跌1.4%至微升0.8%。
券商│今年上半年經營收入│按年變幅
摩根士丹利│77.13億美元│+0.8%
高盛│76.58億美元│+0.1%
美銀美林│75.43億美元│-1.4%
按渣打2018年上半年經營收入76.49億美元計算
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