《大行报告》汇控(00005.HK)投资评级及目标价(表)(更新)
汇丰控股(00005.HK.HK)将於下周二(23日)进行董事会议,将审议去年业绩及会否派发股息。受到新冠疫情在全球大流行影响,市场料集团去年信贷拨备(企业贷款影响较大)支出大增逾2倍,惟同时料自去年第三季信贷成本呈下降,本网综合7间券商预测,汇控2020年列帐基准除税前利润料介乎77.89亿至99.79亿美元,较2019年133.47亿美元,按年下跌25.2%至41.6%,中位数为86.23亿美元,按年跌35.4%。
综合4间券商预测,汇控2020年经调整除税前利润料介乎104.76亿至123.92亿美元,较2019年122.12亿美元,按年跌44.2%至52.8%,中位数为109.42亿美元按年减少50.7%;本网综合9间券商预测,汇控去年纯利料介乎30亿至48.66亿美元,较2019年59.69亿美元按年跌18.5%至49.7%,中位数为38.34亿美元,按年跌35.8%。
综合8间券商预测,汇控2020年将恢复派息,每股股息料介乎0.09美元至0.21美元,中位数为0.14美元。投资者将关注汇控最新营运及派息指引,特别是欧美业务重组步代,在亚洲地区发展计划等。
表列出15间券商对其评级及目标价:
券商│投资评级│目标价(港元)
高盛│买入│59元
法巴│买入│57元
花旗│中性│45元(420便士)
国泰君安│收集│44.06元
美银证券│中性│43.01元
摩根大通│中性│43元
摩根士丹利│与大市同步│43元
杰富瑞│持有│42.86元(400便士)
海通国际│中性│40元
海通证券│中性│33.3至37.66元
星展│持有│36元
瑞信│跑输大市│33.75元(315便士)
瑞银│中性│33.2元
麦格理│跑输大市│33元
德银│沽售│32.14元(300便士)
(fc/w)
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