《大行報告》大摩引述渣打(02888.HK):利率上升可令回報改善 維持今年收入增長目標
摩根士丹利發表報告表示,該行近日與渣打(02888.HK)財務總監賀方德(Andy Halford)在歐洲金融會議上交流,就利率方面,賀方德指未來兩年的利率前景,仍與渣打公布去年第四季業績時給予的利率展望相同,隨著預計利率上升將可令回報改善的主要驅動力。渣打指主要業務在亞洲地區,涉及俄羅斯地區的業務屬微不足道。
至於大宗商品市場,渣打指正在對此進行監控,但目前並無任何異常。從長遠來看,渣打還需要監測通貨膨脹的影響,並指香港因疫情實行的社交距離措施的影響,渣打在港近三分之一的分行暫時關門,但指銀行已經受了多次考驗,並跨越不同地區多波的新冠疫情。
大摩引述渣打指集團對今年收入增長目標是5-7%仍具信心,料今年首季財富管理業務收入承壓,首季總收入按年可能略有下降。而大摩予倫敦上市的渣打(STAN.L)「與大市同步」及目標價5.47英鎊(約56.27港元)。
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