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《大行报告》大摩下调渣打(02888.HK)目标价至42元 评级「与大市同步」
阿思达克 08-06 10:13
摩根士丹利发表报告表示,渣打(02888.HK)第二季业绩好过市场预期,主因较好的非利息收入抵消疲弱的净息差以提升收益,而且成本和贷款亏损低於预期。

该行预期渣打下半年业绩将差过上半年,加上由於不利的低息环境及近期信贷亏损上升下,料其未来两年有形股东权益回报(ROTE)持续疲弱,将其目标价由46元降至42元,维持「与大市同步」评级。

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