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《大行报告》摩通渣打集团(02888.HK)第二季业绩稳固重申为首选英股
阿思达克 08-01 15:26

摩根大通发表研究报告,指渣打集团(02888.HK)第二季再次公布稳健的业绩表现且营运杠杆正面,税前盈利12亿美元,分别高於该行及市场预期25%及10%。期内,收入39亿美元,较市场预期高出1%。该行估计,第二季的净息差为1.62%,按季增加6个点子;银行净利息收入录24亿美元,按季增长4%。净贷款额录2,640亿美元,按季轻微下降。

摩通又指,公司的资产质量维持良好,上半年贷款减值1.76亿美元,分别较该行及市场低出19%及8%。一级资本比率13.5%,较预期低,而当中已包括回购股票和监管拨备等。维持公司「增持」投资评级,并且是其英股首选,目标价820便士,约相当於77.8港元。

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