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《大行报告》大摩:汇控(00005.HK)降低长期成本目标不变 料低息环境续影响净息差
阿思达克 09-04 14:23
摩根士丹利在研报中透露,汇控(00005.HK)管理层在电话会议中表示降低长期成本目标维持不变,预期低息环境会继续影响净息差,随着下半年环球银行和市场部(GBM)收入正常化,大摩估计汇控收入会从上半年的262亿美元,降至下半年的233亿美元。

大摩指,进一步广泛封锁措施的可能性下降,汇控下半年预期信贷损失(ECL)有望减少,但V型反弹的机会亦减少;风险加权资产(RWA)调配资本至利率业务将加快,预期下半年RWA增幅将达中至高单位数,评级「持有」,目标价36元。

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