《大行报告》高盛升汇控(00005.HK)目标价至59元 上调今年每股核心盈测16%
高盛发表报告表示,重申对汇丰控股(00005.HK)「买入」评级,上调其目标价由57元升至59元,潜在升幅28%,指集团今年首季盈利胜预期,受惠於收入前景改善、信贷需求回升及强劲的财富管理业务所推动。
该行认为,汇控有多项潜在因素推动市场提升盈利预测,当中包括信贷成本减少、收入较高及成本固定。汇控管理层预计今年信贷成本将少於32亿美元,低於市场原先共识的44亿美元,此足以上调对其全年核心除税前溢利预测最少8%。
高盛表示,上调对汇控2021年至2022年核心每股盈利预测各16%及1%,基於首季业绩优於集团原先指引。
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