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《大行報告》美銀證券稍降匯控(00005.HK)今年撥備支出預測 重申「中性」評級
阿思達克 06-29 14:31
美銀證券發表研究報告,降匯控(00005.HK)今年減值預期7億美元至88億美元,低於其他券商預期,主因受到債券市場波動,以及評級下調的影響,預期上半年減值款項將見頂,但明年仍在評估中。

該行指,匯豐在英國境外的貸款損失僅為英倫銀行5月份壓力測試中的五分之一,憂慮未來有增資的需求。預期今年每股盈利增有10%增長,令公司今年可以恢復派息。美銀證券料匯控派息0.21美元,股息回報4.4%。

該行又指,目前公司正處於非正常的狀態,第二季CET1預期為14.2%,遠高於監管要求,但目前重組行動只是剛開始,當中包括需降低加權風險資產等,重申其「中性」評級,目標價42.37元。

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