《大行報告》摩通下調渣打(02888.HK)目標價至62元 評級「增持」
摩根大通發表報告表示,渣打集團(02888.HK)今年第三季業績後,決定下調對其今年第四季收入預期,以反映季節性和匯兌表現,以及撥備較高的可能性,降2021每股盈利預期8%,指短期前景好壞參半,料明年可迎增長。
該行指,基於渣打集團持續貸款增長,以及交易業務復甦、利息敏感的特性,料可抵銷負面影響,對其目標價由68元降至62元,維持「增持」評級。
該行表示,預期渣打集團於下一季度進行股份回購計劃,但目前對規模仍未確定。
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