《业绩前瞻》券商料渣打中期税前法定溢利逾22亿至23亿美元关注收入表现
市场料渣打集团(02888.HK)将於明日(8月1日)公布中期业绩。本网综合3间券商预测，料除税前法定(Statutory)溢利预测介乎22.26亿至23.79亿美元，较2018年同期23.46亿美元，按年下滑5.1%至升1.4%。高盛指市场将聚焦其收入表现。
该行综合2间券商料渣打上半年除税前基本溢利(Underlying profit)预测介乎25.34亿至26.54亿美元，较2018年同期23.56亿美元，按年升7.6%至12.6%。此外，综合3间券商料其上半年经营收入预测介乎75.43亿至77.13亿美元，较上年同期76.49亿美元按年跌1.4%至微升0.8%。
【将关注收入 资本率回落】
高盛表示，料渣打明天中午将公布中期业绩，估计渣打今年上半年除税前法定溢利将按年跌1%至23.22亿美元(市场同业料22.62亿美元)，料其除税前基本溢利预测为25.34亿美元(市场同业料25.03亿美元)按年增长7.6%，并估计上半年经营收入按年微升0.1%至76.58亿美元。
该行料渣打第二季除税前法定溢利录10.8亿美元(市场同业料10.2亿美元)，将按年下滑7%(按季跌13%)，料其第二季税前基本溢利预测为11.5亿美元(市场同业料11.19亿美元)，将按年升5%(按季下滑17%)，料营运收入按年升2%至38.45亿美元，料截至6月底止普通股权一级资本比率回落至13.5%，因集团宣布启动总值10亿美元股份回购。
摩根士丹利则料渣打上半年除税前法定溢利可按年升1.4%至23.79亿美元，料除税前基本溢利则按年升12.6%至26.54亿美元。该行估计渣打今年第二季税前法定溢利11.37亿美元按年跌1.9%(按季下滑8.4%)，估计其第二季法定溢利12.7亿美元按年升15.6%(按季下滑8.2%)，料其成本收入比率为65%，料截至6月底止普通股权一级资本比率14.1%，料发中期股息每股7美仙(去年同期派6美仙)。
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本网综合3间券商预测，料除税前法定(Statutory)溢利预测介乎22.26亿至23.79亿美元，较2018年同期23.46亿美元，按年下滑5.1%至升1.4%。
券商│今年上半年除税前法定溢利预测│按年变幅
摩根士丹利│23.79亿美元│+1.4%
高盛│23.22亿美元│-1.02%
美银美林│22.26亿美元│-5.1%
按渣打2018年上半年除税前法定溢利23.46亿美元计算
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该行综合2间券商料渣打上半年除税前基本溢利(Underlying profit)预测介乎25.34亿至26.54亿美元，较2018年同期23.56亿美元，按年升7.6%至12.6%
券商│今年上半年除税前基本溢利预测│按年变幅
摩根士丹利│26.54亿美元│+12.6%
高盛│25.34亿美元│+7.6%
按渣打2018年上半年除税前基本溢利23.56亿美元计算
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综合3间券商料渣打今年上半年经营收入预测介乎75.43亿至77.13亿美元，较上年同期76.49亿美元按年跌1.4%至微升0.8%。
券商│今年上半年经营收入│按年变幅
摩根士丹利│77.13亿美元│+0.8%
高盛│76.58亿美元│+0.1%
美银美林│75.43亿美元│-1.4%
按渣打2018年上半年经营收入76.49亿美元计算
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