美銀證券:上調渣打(2888.HK)目標價至70.62港元,評級“買入”
格隆匯2月8日丨美銀證券將渣打(2888.HK)2024年盈利預測上調4%,反映市場對利率上升的預期升温,這是該行今年上調渣打盈利預測,其預測比市場共識高出11%。美銀證券上調渣打目標價,由66.4港元升至70.62港元。美銀證券估計,渣打銀行將在2022至2024年實現8%的收入複合年增長率,同時以每年7.5億美元的價格將其股本數量減少7%,仍能使集團在其13%至14%的普通股權一級資本比率(CET1)的基礎上有緩衝空間,由於其股價仍遠低於其9.5英鎊的有形賬面價值,業績上升將大大提升股票回報率。該股現報59.5港元,報1832億港元。

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