大摩汇控(0005.HK)第二季业绩稳固维持目标价70港元
摩根士丹利发表报告表示,汇丰控股(0005.HK)
公布今年第二季业绩稳固,所有损益表指标均胜预期,集团同时公布将推动10亿美元的股份回购计划,但低于市场原预期15亿至20亿美元预期
,并维持至2020年有形股本回报率续迈向逾11%目标。
该行指,范宁今日退任集团行政总裁及董事职位,并要求祈耀年担任临时集团行政总裁,但集团无公布特别原因,范宁仅指公布的中期业绩表现理想,标志着本人和汇控是时候作出改变。
大摩表示,维持对汇丰控股“
与大市同步
”投资评级及目标价70港元,指其现估值相当于预测今年有形资产净值1.1倍、预测股息回报6.3厘。
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