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高盛:重申匯控(0005.HK)“買入”評級 目標價75港元
格隆匯 12-09 15:47
匯控(0005.HK) 早前於公佈第三季業績時表示,將於全年業績或之前公佈業務更新,高盛相信匯控將於2月18日公佈全年業績同日公佈業務更新,料將集中於改善歐洲非分隔銀行(Non Ring Fenced Bank)及美國業務表現,相關業務佔匯控資產規模三分之一,於今年首三季盈利貢獻佔比只得2%。
由於有關業務為主要拖累有形股本回報(RoTE)因素,若業務更新中提及提升相關業務之效能,或縮減其規模,相信有助提升有形股本回報及額外資本,額外資本更有望用於新一輪股份回購或投資於亞洲及新興市場之增長機遇。高盛重申匯控評級“ 買入 ”,目標價75港元。

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