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《大行报告》高盛:汇控(00005.HK)正推进正确策略 维持「确信买入」名单
阿思达克 02-18 15:31

高盛发表报告表示,汇丰控股(00005.HK)公布2019年第四季核心除税前盈利43亿美元,高於该行原预期29%,主要是收入较原期为高,普通股权一级比率达到14.7%,较该行原预期14.3%为强,主要是风险加权资产低预期。

该行指,汇控同时更新了策略目标,於2022年底前削减风险加权资产逾1,000亿美元;资本回报转弱,基於要进行重组,集团於今明两年将暂停股份回购(市场原预期每年平均回购约14亿美元股份),直至普通股权一级比率转强(往15%水平)。

高盛认为,汇控正推进正确的策略,重整资本以追求更高的回报,相信集团至2022年的盈利能力指引略优预期,可抵销集团仍在寻找行政总裁的合适人选等因素。

该行维持对高盛「买入」评级(「确信买入」名单)及目标价75元。

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