《大行报告》高盛将纳入汇控(00005.HK)「确信买入」名单 料策略检讨可成催化剂
高盛发表报告表示,重申对汇丰控股(00005.HK)「买入」投资评级,同时新纳入该行「确信买入」名单,目标价维持75元不变,指汇控属该行在本港金融行业的首选股,料2月公布策略检讨可成股价催化剂。
该行指,汇控自公布去年第三季业绩後,股价已跑输本港金融股及恒指同期各2个及3个百分点,因集团放弃原先对今年有形股本回报的目标。
高盛料汇控透过重组去除无效益的业务部份,相信其可藉股份回购令投资者关注,兼且现价提供预期股息回报近7厘,指市场未反映相关因素。该行亦下调对汇控2019年及2020年每股盈利预测各5%及7%,分别至5.28及5.48元,以反映亚洲区较高信贷成本因素,但上调对集团2021年每股盈利预测1%。
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