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《大行報告》摩通降匯控倫敦目標價至400便士 評級「減持」
阿思達克 07-27 15:40
摩通發表研究報告,指匯豐控股(00005.HK)及渣打集團(02888.HK)的香港盈利前景面臨巨大壓力,這是由於今年首季本港銀行同業拆息下跌178個基點;香港失業率上升至現時6.2%水平,宏觀環境出現惡化;新一波疫情令政府更新限制措施;以及中美之間的緊張局勢升溫。

隨著匯控深化重組,該行相信公司的估值會維持低企,因為集團依靠大中華區的收益來支撐環球銀行業務的淨資產收益率較低。另外,亦看到其未來的派息比率較低,維持其「減持」投資評級,倫敦目標價由510便士下調至400便士;更為看好渣打集團,給予「增持」投資評級,倫敦目標價580便士。

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