《大行報告》匯豐研究升渣打(02888.HK)目標價至87元 評級「買入」
匯豐研究發表報告,指渣打集團(02888.HK)管理層今年的利潤率目標接近140個基點(該行早前預測130個基點,已高於市場預期),並指引明年利潤率回覆近至新冠疫情水平約160個基點,管理層現時預測今年收入增長稍高於早前設下5至7%的目標。
該行表示,將集團今年淨息差預測爲139個基點,明年則爲157個基點,略低於集團管理層目標。該行表示,考慮到集團的低個位數增長,將集團今年至2024年各年的銀行淨利息收入預測分別調整至80.33億美元(按年增18%)、94.41億美元(按年增17.5%)、及101.49億美元(按年增7.5%)。
該行表示,將集團今年至2024年各年的每股盈測上調1.6%、6.8%及8%,並將其目標價由79元上調至87元,維持其評級爲「買入」。
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