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《大行報告》渣打(02888.HK)投資評級及目標價(表)
阿思達克 07-21 15:59
渣打集團(02888.HK)將於下周五(29日)公布今年中期業績,由於2021年上半年基數較高(受疫情後的撥備回撥(信貸減值淨撥回4,700萬美元)影響),本網綜合4間券商預測,2022年上半年法定除稅前溢利預測介乎23.76億至24.99億美元,較2021年上半年25.59億美按年下跌2.3%至7.2%;中位數24.18億美元,按年下滑5.5%。 投資者將關注渣打集團最新的營運業務展望及股份回購指引,瑞信曾於4月底曾預測渣打於公布中期業績時公布額外2.5億美元的股份回購計劃,市場亦關注渣打信貸減值情況(包括中國商業房地產相關的風險敞口及因斯里蘭卡主權評級變化的影響(渣打今年首季業績指因斯里蘭卡主權評級下調影響其作1.07億美元的信貸減值)。 本網列出7間券商對渣打投資評級及目標價: 券商│投資評級│目標價(港元) 高盛│買入│83元 瑞銀│買入│80.2元 摩根大通│增持│77元 美銀證券│買入│75.67元 中金│中性│66.14元 花旗│中性│62.7元 海通國際│中性│61元
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