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摩通:維持匯控(0005.HK)“中性”評級 目標價69港元
格隆匯 10-28 15:14

摩通報告指,匯控(00005.HK)季績較預期弱,主要受減值拖累,而對前景審慎,集團預期歐洲和英國的分隔運作銀行目前配置過多的資金,並沒有足夠的回報,未來預期公司需要作資本配置、簡化銀行和減少成本等的行動,預期這些行動會於年度業績前公佈,及會令第四季業績有轉變,維持對公司“中性”評級,目標價69港元。

報告又指,匯控的表現亦為渣打(02888.HK)的表現帶來負面啟示,但目前渣打的估值已反映了更多目前具挑戰性環境。

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