《大行报告》高盛上调渣打(02888.HK)目标价至66元 评级「买入」
高盛发表研究报告,指渣打(02888.HK)首季业绩胜预期,主因信贷开支较低,以及收入胜预期。虽然主要是由与市场相关的收入所驱动,今年余下的时间可能会失去动力,但仍对其贷款增长强劲感到鼓舞,特别是汇控(00005.HK)管理层提及贷款需求被压抑,相信未来贷款和收益估算仍有上调空间。
该行指,因应HIBOR/LIBOR维持低水平,两间银行对今年净利差的预期都维持稳定,虽然集团未有改变其对今年中单位数贷款增长预测,但仍相信有6%增长。
该行又指,渣打流动性充裕,资本维持较高水平,不过亦反映需求较弱,上调2021至23年每股盈利预测分别22%、8%及4%,目标价由60元升至66元,评级「买入」。
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