《大行報告》券商對匯控(00005.HK)投資評級及目標價(表)
匯豐控股(00005.HK)將於下周二(28日)公布今年首季度業績,受新冠疫情、全球息率低企及經濟不明朗影響下,預期信貸損失(ECL)有趨升風險,本網綜合4間券商預測,匯控今年首季列帳基準除稅前溢利料介乎29.26億至39.98億美元,較2019年首季62.13億美元,按年減少35.7%至52.9%,中位數為34.78億美元,按年減少44%。
投資者亦關注新冠疫情令全球經濟活動大受影響,集團管理層給予最新策略、重組進度的指引。摩根士丹利則指,新冠疫情令全球經濟惡化,銀行股未來數季將迎來挑戰,其中信貸成本的主要關注點,花旗稱關注匯控業務重整計劃會否需要延遲。
本網表列出11間券商對其評級及目標價:
券商│投資評級│目標價(港元)
Jefferies│買入│75.43元(790便士)
高盛│買入│62元
星展│持有│53.9元
麥格理│跑輸大市│53.5元
國泰君安證券│收集│50.81元
興業證券│中性│45.22元
美銀證券│中性│44.7元
摩根士丹利│減持│44元
瑞銀│中性│42.96元(450便士)
摩根大通│中性│42元
花旗│沽售│39.6元
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