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美銀美林:重申匯控(0005.HK)“中性”評級 目標價67.21港元
格隆匯 10-17 15:56
美銀美林發表報告,預料匯控(0005.HK) 今年第三季税前盈利為50億美元,即是較去年同期之59.22億美元下跌約16%,當中包括3.5億美元的遣散費用以及3.5億美元之還款保障保險的額外費用等預算支出。
該行補充,匯控於今年第二季度錄5.5億美元費用,令集團撥備較其他英資銀行更為保守。美銀美林預計其第三季基礎税前盈利為57億美元,亦低於第二季之62億美元,但相信在目前環球經濟及香港環境下,匯控業務表現仍穩健。
美銀美林補充,認為匯控普通股一級資本比率按季下降10基點至14.2%,主因與匯率相關;又指公司會維持0.51美元的派息政策,但目前進行10億美元的回購計劃完成後將不會再回購,重申其“ 中性 ”評級,目標價67.21港元。
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