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《大行报告》汇控(00005.HK)投资评级及目标价(表)
阿思达克 04-23 15:53
汇丰控股(00005.HK.HK)将於下周二(27日)公布今年首季度业绩,市场料受净利息收窄拖累下,令期内净利息收入下滑,但料环球银行及资本市场部门(GBM)及财富管理业务表现理想,可抵销相关影响。本网综合3间券商近日发表报告所作的预测,料汇控2021年首季列帐基准除税前利润料介乎26.49亿至36.93亿美元,较2020年首季32.29亿美元,按年下跌18%至上升14.4%。而美银证券引述市场同业对汇控今年首季列帐基准除税前利润预测为33.47亿美元(按年升3.7%)。

市场将关注汇控首季按季净息差及净利息收入表现,与及普通股权一级比率和经营开支等数据。该行亦指,纵使首季本港银行同业拆息下跌,但资产增长应为净利息收入带来轻微上行压力。此外,美银证券指近期有报道指汇控拟出售法国零售银行业务,若一旦落实会对损益表将造成较大损失,构成潜在影响未来业绩的因素。

本网综合12间券商列出对汇控投资评级及目标价:

券商│投资评级│目标价(港元)

法巴│买入│60元

高盛│买入│57元

兴业证券│中性│52.26元

美银证券│中性│49.63元

星展│持有│48.5元

瑞信│中性│47.44元(440便士)

瑞银│中性│46.36元(430便士)

摩根士丹利│与大市同步│46元

海通国际│中性│45元

花旗│中性│43.5元

摩根大通│中性│43元

麦格理│跑输大市│37元

(fc/w)

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