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《大行报告》高盛料汇控(00005.HK)月底或公布加大削减成本措施
阿思达克 10-08 11:07

据英国《金融时报》近日引述消息人士报道,汇丰控股(00005.HK)拟於全球裁员10,000人,以节省营运成本,有关人数或占集团员工总数2%。高盛发表报告表示,倘若消息属实,显示汇控在宏观经济不明朗的环境下,果断地减少跑输大市的业务,相信对集团盈利能力影响正面。

该行指,目前对报道所述的裁员缺乏详情,但相信其可能重组旗下非围栏银行(non-ring-fenced bank),估计汇控会持续减低在欧洲环球银行及资本市场部(GBM)成本及资本支出。

就汇控将於10月28日公布今年第三季业绩,高盛估计公司或将公布增加削减成本措施,认为市场同业仍未完全预期集团推出减省成本措施,并估计汇控於2020年有形股本回报(ROTE)为9.8%(对比集团目标11%)。

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