美銀美林:下調匯控(0005.HK)目標價至65.32港元 評級“中性”
美銀美林發表報告指,匯豐控股(00005.HK)第三季在撇除較波動及一次性項目後,錄收入137億美元,稍低於市場預期之138億美元。撇除較波動及一次性項目後,錄税前盈利58億美元,稍高於市場預期之57億美元。香港業務仍穩健,收入持平,税前盈利則按季僅跌5%,主要來自2億美元撥備。
報告預期匯控將迎來一定程度業務重組,惟管理層已表示將維持派息於現水平,反而作為主要增長動力的香港業務有放緩跡象,該行降集團每股盈利0.01美元至0.02美元,目標價由67.21港元下調至65.32港元,重申“中性”評級。

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