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《大行报告》瑞银:英资银行面临中美地缘政治、监管及宏观风险 予汇控「中性」评级
阿思达克 09-22 12:12
瑞银发表英国银行的行业报告表示,近数天的消息面上,显示英国银行业正面临有挑战性,第一是新冠疫情感染人数趋升;第二是英国央行确认正为负利率准备若干工作准备;第三是在暂无协议退欧的情况下,支持英国960万工人的休假计划将於下个月结束(目前的失业救济人数270万);第四是与「金融犯罪执法网文件」(FinCEN)相关的媒体报道,亦引发了民众对过去反洗钱控制措施的担忧;第五是中美地缘政治问题,部分英国银行目前正受被列入「不可靠实体」名单上的传闻所困扰。

该行认为,英资银行面临中美地缘政治、监管及宏观风险(包括英国脱欧协议)等,地缘政治风险,市场传出中国或将个别英国银行列入「不可靠实体」名单周围,认为中美两国在11月美国总统大选前夕的地缘政治风险会持续存在;监管风险方面,近日被广泛报道「金融犯罪执法网文件」新闻,令人日益关注反洗黑钱力度将会加大。该行指按现情况,英国银行股估值合理,但难以会令人相信行业会呈复苏。

而瑞银予在英国上市的汇控(00005.HK)及渣打(02888.HK)均「中性」投资评级,各予目标价410便士(约40.74港元)及395便士(约39.25港元)。(wl/)

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