美銀證券:升匯控(0005.HK)評級至“買入” 目標價升至66.95港元
美銀證券發表研究報告,將匯控(00005.HK)的投資評級由原來的“中性”上調至“買入”,基於最近匯率走勢,目標價由65.32港元上調至66.95港元。該行預期大幅縮減的股票成交、諮詢及非亞洲固定收益將會令風險加權資產減少600億美元。雖然環球銀行與市場,以及企業中心業務的收入減少20億美元,但成本縮減20億美元對此有所緩衝。該行預期遣散費及退出成本為40億美元。
在下調香港2020年GDP後,該行將香港業務的除税前盈利下調8億美元,但看到特許經營權增速強勁,料匯豐亞洲2020年的除税前盈利達170億美元。

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