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瑞銀:匯控(0005.HK)上季經調整税前溢利符預期 評級“中性”
格隆匯 10-28 16:57

瑞銀髮表報告指,匯控(00005.HK)今年第三季經調整税前溢利符合預期。瑞銀自行全部調整後,匯控第三季税前溢利為57.81億美元,高市場預期1%,高該行預期4%。另外,在派息及回購10億美元下,匯控第三季普通股權一級資本比率(CET1)為14.3%,按季持平且符合市場預期。

瑞銀維持對匯控的“中性”評級及目標價600便士,指集團在是次季績中確認自今年第二季業務以來的收入前景惡化,使明年有形股本回報率(ROTE)達11%的目標無法實現。而匯控正重新制定策略,以使受壓地區的成本及資本配置下跌,而此舉動可能導致今年第四季及往後期間產生明顯費用,包括商譽減損和額外重組開支。

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