《大行报告》高盛:渣打(02888.HK)上季业绩符预期 重申「「买入」评级
高盛发表报告表示,渣打集团(02888.HK)上季业绩符预期,指集团公布去年第四季基本除税前亏损1.92亿美元,对比该行及市场原预期亏损1.49亿美元,主要是收入较弱及成本较高所致,而收入大致符合预期。
高盛指,渣打上季拨备前利润(PPOP)符合该行预期,并较市场预期高7%,资本比率较预期为佳,渣打同时公布将进行股份回购计划涉最多2.54亿美元普通股,并宣派每股股息9美仙,对比该行原预期每股派息15美仙,计及回购因素料股息回报约2.4厘,而集团管理层料至2023年有形股本回报率(ROTE)最少7%(市场料6.9%)。
该行估计渣打去年业绩对股价影响不会太大,维持对其「买入」评级及目标价62元,料渣打今年回份回购将涉资10亿美元。(wl/k)
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