《大行報告》摩通料市場將憧憬匯控(00005.HK)及渣打(02888.HK)恢復派息 料可支持股價
摩根大通發表報告指,據彭博等媒體消息報道,英國監管機構或會逐個按情況考慮放鬆對銀行恢復派息的限制,而該行的基本情境仍然假設今年不會派發股息,但相信市場或會憧憬匯控(00005.HK)及渣打(02888.HK)有較高機會恢復派息,預料可支持股價表現。
該行又認為,拜登勝出美國總統大選令地緣政治風險緩和,及今年第三季業績強勁,亦是支持兩間銀行近期股價表現的因素。
摩通偏好渣打多於匯控,因匯控在英國的業務較渣打多,更容易受英國退歐不明朗性影響。該行對渣打評級為「增持」,目標價49元;匯控評級則為「中性」,目標價33.5元。
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