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《大行报告》美银证券升汇控(00005.HK)目标价至41.93元 指重组步伐将是关键
阿思达克 12-02 09:51
美银证券发表报告表示,基於降低对汇丰控股(00005.HK)拨备支出预测,上调对其2020年至2022年除税前盈利预测各5%、2%及1%,分别至87.12亿美元、123.75亿美元及158.65亿美元。

该行指,重申对汇控「中性」评级,上调对汇控港股目标价由39.66港元升至41.93港元,此按综合方式作估值;该行亦调高汇控在伦敦目标价由385便士升至405便士。

美银证券表示,美元汇率并未对新冠疫苗将投产作出反应,而港元短期拆息利率已创下新低,令该行担心汇丰的存款业务将长期处於亏损状态。

该行,近期媒体报道称汇丰银行可能退出其美国零售业务,指汇丰银行自1955年首次在美国国内市场扩张以来一直没有在美国市场站稳脚跟,若市场传闻若属实,该行相信汇控会像法国零售业一样退出。但集团最大的资产负债表的欧洲投资银行回报仍然很差,指集团未来重组步伐将是关键。

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