《大行報告》摩通上調匯控(00005.HK)及渣打(02888.HK)盈測 反映息口前景
摩根大通發表報告指,為反映息口前景與該行預期一致,分別更新了匯控(00005.HK)及渣打(02888.HK)盈利預測。
該行表示,預期英國今年底基本利率為3%、明年底為3.5%、以及2024年底為3%,歐洲央行則為1.5%、2%及2%,而美國利率為3.75%、3.5%及3%,故將匯控2022至2024年經調整每股盈測上調1%、2%及3%,並維持目標價70元及「增持」評級。
同時,該行將渣打2023至2024年經調整每股盈測上調3%及1%,並維持目標價80元及「增持」評級。(ca/s)
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