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《大行報告》大摩預計匯控(00005.HK)及渣打(02888.HK)明年股息率達4.07厘及3.33厘
阿思達克 12-14 10:13
摩根士丹利發表研究報告指,一如預期英倫銀行放寬銀行股息禁令,根據目前的「保護欄」(guardrails)規定,預期匯控(00005.HK)及渣打(02888.HK)達到可派息的要求,於2020財年作分派,並有能力支付2021年的累計股息

該行指出,英倫銀行旗下審慎監管局(PRA)規定,在扣除期內已派發予股東的股息後,派息金額不得多於銀行在2020年底風險加權資產總額的0.2%,或者佔2019年至2020年累計盈利的25%。根據財務數據,大摩預測匯控最高派息額為30.45億美元(每股15美仙),渣打最高派息額則為5.4億美元(每股17美仙),預期兩家銀行今年將分別派發15.12億美元(每股10美仙)及2.28億美元(每股7美仙),股息率料分別達2.77厘及2.68厘。

展望明年,該行維持匯豐全年派發22美仙的預測不變,股息率達4.07厘,將渣打2021年股息預測提高至21美仙,即股息率為3.33厘。

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