《大行報告》瑞信引述匯控(00005.HK)財務總監重申資本率及分派目標 冀明年有形股本回報率改善
瑞信發表研究報告指,匯控(00005.HK)財務總監邵偉信(Ewen Stevenson)出席論壇活動時重申中期業績上公布的增長指引,預期下半年信貸損失提撥將趨向正常化,全年料接近30個基點,同時估計第三季淨利差將有所改善。
該行指,匯控管理層對淨利息收入目標達到370億美元仍感樂觀,同時預計上半年資本率將恢復至14%至14.5%的目標,並產生健康的盈餘資本,意味著明年股息將恢復至疫情前水平。
瑞信補充,財富管理業務相信帶來龐大的結構性機遇,雖然今年市場存在不利因素,下半年財富管理收入可能仍然低迷,但該行仍看好亞洲區業務增長潛力;另外管理層目標明年起有形股本回報率(ROTE)有望持續改善。
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