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《大行报告》瑞银升汇控(00005.HK)目标价至48.5元 指首季业绩强劲
阿思达克 04-28 10:17
瑞银发表报告表示,重申对汇丰控股(00005.HK)「中性」投资评级,基於今年上调对其2022年至2025年每股盈利预测6%至8%,决定上调对其港股目标价由47元升至48.5元,将其伦敦目标价由430便士升至450便士,此按综合方式作估值,基於其於2022年有形每股资产净值的0.8倍、有形股本回报率介乎8%至9%、市盈率10.1倍及股息回报3.9厘作估值。

该行指,汇控今年首季经调整除税前纯利高於集团原先指引47%,主要是收入理想、净信贷损失准备录得回拨因素所推动。由於宏观经济回稳,集团首季业绩受金融市场及财富管理业务所支持。

瑞银表示,上调对汇控2021年每股盈利预测21%至0.6美元,升汇控2022年每股盈利预测6%至0.6美元,并调高其2023年每股盈利预测9%至0.71美元。

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