《大行報告》渣打集團(02888.HK)投資評級及目標價(表)
市場預期渣打集團(02888.HK)將於下周四(29日)公布截至9月底止第三季度業績。受新冠疫情衝擊全球經濟,市場估計渣打季內信貸減值趨升,兼且在零息環境下令回報增長乏力,將拖低集團業績,而投資者遺關注渣打最新業務前景及派息指引,因英國新冠疫情反彈及可能出現「硬脫歐」,市場關注當地經濟再受衝擊,或影響英倫銀行會否允許英資銀行恢復派息及回購股份。
本網綜合5間券商預測,渣打集團今年第三季法定(Statutory)表現除稅前溢利料介乎4.77億至5.48億美元,較2019年同期11.05億美元,按年下跌50.4%至56.8%,中位數為5.25億美元,按年減少53%。
本網現列出9間券商對其評級及目標價:
券商│投資評級│目標價(港元)
傑富瑞│買入│58.48港元(575便士)
花旗│買入│56.1港元
高盛│買入│54港元
美銀證券│買入│51.25港元
摩根大通│增持│49港元
瑞信│中性│48.8港元(480便士)
麥格理│跑贏大市│45元
摩根士丹利│與大市同步│41港元
瑞銀│中性│40.17元(395便士)
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