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瑞銀:上調渣打(2888.HK)目標價至70港元 評級“中性”
格隆匯 11-04 11:43

瑞銀髮表研究報告指,渣打(02888.HK)第三季經調整基本除税前溢利為12.38億美元,包含1,100萬美元的借方評價調整(DVA)收益,若不計及該收益,基本除税前溢利為12.27億美元,按年增15%及按季持平,並較市場預期高16%。收入及成本均較預期理想,而三分之二的收入勝預期因素來自金融市場,是自2005年以來最佳的季度收入。

報告指,渣打重組看似已進入收成期,不過管理層確認,在現時市況及利率前景下,2021年前有形股東權益回報(ROTE)達到10%是具挑戰性。但瑞銀考慮到其第三季收入強勁,故將2019年至2021年度每股基本盈利預測調高3%至6%,分別為0.84美元、0.87美元及1.03美元,並將目標價由66港元上調至70港元,評級“中性”

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