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港股異動 | 渣打跌逾4% 上季業績遜預期 大摩籲“減持”
格隆匯 02-28 09:45
格隆匯2月28日丨渣打(2888.HK)現報57.45港元,跌4.25%,暫成交3763萬港元,最新總市值1836億港元。渣打昨日午間公佈,2019年度實現除税前基本溢利42億美元,同比增長8%;收入153億美元,同比增加2%,按固定匯率基準計算增加4%;普通股權一級資本比率為13.8%;擬派付末期普通股股息每股20美仙。2020年收入增長可能低於5%-7%的中期目標範圍。此外,渣打集團還授權更多股票回購。績後大摩發研報指,渣打去年第四季除税前盈利低於市場預期約1.5億美元,收入亦低於預期約3%,成本則符合預期,帶動撥備前經營溢利遜預期14%。撥備率提升,預期需更多時間去達至有形股本回報(ROTE)達10%的目標,同時公佈5億美元之回購方案(相當於已發行股本約2%),維持“減持”評級,目標價63港元。
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