《大行报告》渣打集团(02888.HK)投资评级及目标价(表)
渣打集团(02888.HK)将於本周四(30日)公布截至今年6月底止中期业绩,市场料新冠疫情情会对亚洲市场带来影响,期内市场弱势及料贷款拨备将上升,本网综合4间券商预测,料渣打集团今年上半年法定表现(Statutory)除税前溢利料介乎11.11亿至16.26亿美元,较2019年同期24.14亿美元,按年减少32.6%至54%,中位数为15.23亿美元,按年跌36.9%。
投资者将关注渣打管理层给予最新营运指引、收入与支出增长差距(JAWS)能否保持正数,但同时对其信贷质量保持警惕。
本网综合9间券商,列出对渣打集团投资评级及目标价:
券商│投资评级│目标价(港元)
杰富瑞│买入│57.14元(575便士)
花旗│买入│57元
高盛│买入│57元
美银证券│买入│52.97元
瑞信│中性│47.72元(480便士)
摩根士丹利│与大市同步│46元
摩根大通│增持│45元
麦格理│中性│43元
瑞银│中性│37.6元
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