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匯豐市值今年損失830億美元,“鐵粉”都轉黑了
機構:新浪財經
匯豐股價今年創紀錄的暴跌正在考驗該行甚至是最忠實的投資者的耐心。
本週迄今為止,匯豐香港上市股票大跌逾7%,今年跌幅擴大至53%,成為恆生指數表現最差的個股。在倫敦,其股價今年下跌了約51%。在今年市值損失830億美元后,匯豐現在的市值還不及澳大利亞聯邦銀行(Commonwealth Bank of Australia),更遠遠落在花旗集團等主要競爭對手後面。
前香港聯交所副主席蔡陳葆心女士擁有匯豐股票已超過40年,現在她説,這是一個錯誤的投資。基金經理Simon Yuen曾遊説匯豐恢復派息未果,他現在認為,雖然該股已跌至25年低位,但還可能進一步下跌。
這些反應突顯了投資者對匯豐的嚴重不滿,匯豐在過去六個月中的跌幅超過了全球所有其他主要金融股。 即使是歷史上樂觀的賣方分析師也大多對該行持悲觀態度,因為人們越來越擔心其貸款損失,以及該行是否有能力應對地緣政治緊張局勢的升級。
現年89歲的蔡陳葆心説:“我已經失去信心。你想讓股價回升?想都別想。”她現在是香港中潤證券有限公司的主席。
分析師們對匯豐從未如此悲觀,跟蹤該股的30位分析師中,只有5位維持對該股的“買入”評級,而兩年前有將近一半。即使在今年的暴跌之後,匯豐的估值仍是2020年預期盈利的16.3倍,遠高於一些同業公司。花旗集團與渣打銀行的估值倍數都在13倍左右。
香港百利好金融集團(Plotio Financial Group)董事Benny Lee表示,匯豐暴跌的深度“意味着即使是長期投資者也開始對該股失去信心,這無疑是一個壞跡象。”
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