渣打集团(2888.HK)股价创逾四年新低 ，多家机构因疫情影响或存悲观预期
4月21日，渣打集团(2888.HK)跌至38.00港元，跌幅2.94%，换手率为0.25%，以前复权计算，股价创逾四年新低，最新总市值为1199亿港元。
渣打集团股价走势
来源于：Wind
根据市场消息，近日新加坡警方已正式对石油交易商兴隆集团展开调查，该集团此前被爆隐匿8亿美元的亏损，并违规出售银行抵押品，目前该公司已正式向法院申请破产保护。而兴隆集团共欠包括渣打在内的23家银行38.5亿美元。
回顾渣打集团上一年业绩，2019年该集团有形股东权益回报率6.4%，同比上升130个基点；税前基本利润42亿美元，同比上升8%，税前法定利润37亿美元，同比上升46%；收入153亿美元，同比上升2%，按照固定汇率基准计算增长4%；每股盈利75.7美分，同比增加14美分；全年总派息每股27美分。
同时，2019年渣打集团拨备前的经营利润49亿美元，同比上涨8%；信贷减值同比增加1.66亿美元，保持在历史低位区间；净息差1.62%，同比减少7个基点。
“尽管外部环境日益严峻，但我们在可控范围内谨慎经营，高度专注于银行的竞争优势。”——渣打集团行政总裁温拓思
而基于新冠疫情在全球的爆发，此前多家机构在短期内对其存有一定的悲观预期。
惠誉把渣打集团及渣打银行的长期发行人违约评级确认为A及A+，评级展望由稳定下调至负面。
高盛将其目标价由原来的74港元下调至66港元，维持“买入”投资评级，且将渣打集团2020、2021及2022年的每股盈利预测分别下调38%、20%及11%；预测其今年的基本税前溢利将下跌27%。
花旗决定对其目标价由58.16港元降至57港元，维持“买入”评级；下调对渣打今年每股盈利预测10%至65美仙，调低其明年每股盈利预测6%至80美仙，并削其今年除税前盈利预测7%至35.5亿美元（基于提列呆帐准备增加20%至19亿美元）。
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