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《大行報告》高盛將納入匯控(00005.HK)「確信買入」名單 料策略檢討可成催化劑
阿思達克 02-07 12:46

高盛發表報告表示,重申對匯豐控股(00005.HK)「買入」投資評級,同時新納入該行「確信買入」名單,目標價維持75元不變,指匯控屬該行在本港金融行業的首選股,料2月公布策略檢討可成股價催化劑。

該行指,匯控自公布去年第三季業績後,股價已跑輸本港金融股及恆指同期各2個及3個百分點,因集團放棄原先對今年有形股本回報的目標。

高盛料匯控透過重組去除無效益的業務部份,相信其可藉股份回購令投資者關注,兼且現價提供預期股息回報近7厘,指市場未反映相關因素。該行亦下調對匯控2019年及2020年每股盈利預測各5%及7%,分別至5.28及5.48元,以反映亞洲區較高信貸成本因素,但上調對集團2021年每股盈利預測1%。

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