高盛:維持匯控(0005.HK)“買入”評級 目標價77港元
高盛發表報告指,匯控(0005.HK)
將於下週一(28日)公佈第三季業績,除了主要關注歐洲/美國業務如何改善效率外,該行認為投資者亦可留意其淨息差(NIM)、財富管理收入、信貸成本及資本狀況等方面,又估計匯控將公佈明年有新一輪10億美元回購計劃。
該行預期,匯控第三季列賬税前盈利為53.9億美元,按季及按年分別下跌13%及9%,基本税前盈利則按季及按年下跌5%及6%至58.4億美元,每股盈利0.18美元,按季及按年年分別跌16%及7%。
高盛補充,阿根廷惡性通脹可能對匯控業績帶來影響,維持其“
買入
”評級及目標價77港元。
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