You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
高盛:予渣打(2888.HK)66港元目標價 評級買入
格隆匯 07-19 12:50

花旗集團在4月份宣佈,退出13個零售銀行業務的市場,有亞洲的銀行已表明有興趣收購相關資產。近日有報道指,渣打(2888.HK)或有望收購花旗於東南亞及南韓的業務。

高盛發表研究報吿指,估計花旗相關的資產產生的税前盈利或貸款,約佔該行覆蓋的亞洲銀行的1.5%,亦意味或對渣打2021年的税前盈利作額外9%的貢獻。不過,該行指出,需留意交易過程中或會產生的問題,例如過渡期間一些影響業務的潛在活動;團隊的整合、文化;重疊的客户網絡和交叉銷售機會。同時,渣打是一個更大的企業,從中期而言,這或使集團受惠,尤其是與信用卡和無抵押貸款有關。高盛予渣打目標價66港元,評級為買入。

高盛表示,原先估計渣打將在今年下半年進行5億美元的股份回購,並於明年進行10億美元的股份回購,而由於需要節省成本,與花旗的潛在交易,或會降低股份回購的可能性。另一方面,該行亦留意到渣打最近承認,花旗出售的部分資產適合集團,但強調任何的收購都需要具吸引力。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account