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《大行報告》大摩下調恆生(00011.HK)2022及2024年盈測 料今年上半年稅後純利按年跌55%
摩根士丹利發表報告,將恆生銀行(00011.HK)今年至2024年盈利預測分別下調10.7%、上調5.5%及下調2.9%,至於今明兩年淨利息收入則分別調升5.2%及4.5%,主要受到利率更快上調推動。 今年上半年業績方面,大摩預期恆生稅後純利將按年下跌55%,較去年下半年則跌25%,主要受非淨利息收入和貸款損失費用影響。另外,由於上半年的貸款增長疲弱及淨息差持平,估計恆生上半年的淨利息收入將按年持平。 摩根士丹利維持對恆生銀行股份「減持」評級,目標價138.9元。
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