港股異動 | 香港銀行股續跌 匯控(0005.HK)跌超3%拖累恆指跌逾70點
格隆匯8月4日丨昨日午後跳水的香港銀行股今日續跌,匯控(0005.HK)跌3.89%拖累恆指跌逾70點,恆生銀行(0011.HK)跌逾3%;渣打(2888.HK)逆勢漲超3%。昨日午間,匯控公佈中期列賬基準除税前利潤同比跌65%;恆生銀行公佈上半年純利同比減少33%至91.43億港元。績後大摩發研報指,匯控次季經調整除税前溢利遜預期12%,主要由於預期信貸撥備增加,予匯控“減持”,目標價42港元;恆生銀行中期每股盈利4.64港元,較預期低20%,予其“減持”評級,目標價110港元。此外,大摩曾指渣打第二季業績勝預期,期內收入較預期高5%,成本則低3%,信貸成本為最大驚喜。予渣打目標價46港元,評級“大市同步”。

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