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《大行報告》美銀證券上調渣打(02888.HK)目標價至66.4元 評級「買入」
阿思達克 01-19 14:08
美銀證券發表報告表示,將渣打(02888.HK)明年每股盈利預測提高12%,股份目標價由58元升至66.4元,並重申「買入」評級。 報告指出,自上次更新盈利預測後,利率市場已步向反映明年的兩次額外加息,將渣打2024年的淨利息收入預測上調5億美元,較去年水平增長32%,同時估計集團的成本將每年增長5%,高於早前目標的3%。 美銀又預期,渣打將在全年業績中公布7.5億美元的回購,三年內以每年7.5億美元的速度將股份數量減少10%,但料集團仍會處資本盈餘狀態。
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