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《大行報告》高盛降匯控(00005.HK)目標價至62元 削今年盈測三成 料首季核心稅前盈利跌43%
阿思達克 04-01 16:06
高盛發表報告表示,基於信貸成本上升、環球經濟轉弱等背景下,決定下調對匯豐控股(00005.HK)2020年至2022年每股盈利預測各33%、14%及7%,同時上調對匯控2020年至2022年信貸成本各至75基點、49個基點及30個基點。

該行估計匯控今年上半年將暫停派息(此前每股0.2美元),料其2020年每股股息為0.31美元(此前預測為0.51美元)。該行下調對匯控目標價由原來68元降至62元,維持「買入」投資評級。

高盛表示,匯控將於4月28日公布今年首季業績,估計公司首季核心除稅前盈利錄36.46億美元,按年跌43%,料法定除稅前盈利29.26億美元按年跌53%,料純利錄15.92億美元按年下滑61%,料收入下滑11%至129.09億美元,料淨利息收入77.35億美元按年升4%、手續費收入30.09億美元按年跌1%、估計淨交易收入錄26.05億美元按年跌10%。

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