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大行評級 | 美銀:英鎊急跌影響匯控資本,降目標價至67港元
格隆匯 09-29 11:35
格隆匯9月29日丨美銀證劵發研報指,英鎊急跌對匯控(0005.HK)的資本造成影響,今年第三季度普通股權一級資本降至13.3%,隨着該行最近對淨利息收入預測的更新,上調2023年至2024年的每股盈利預測0.01至0.03美元,而現時匯控的股息率達10%,將匯控倫敦目標價由760便士上調至792便士,惟港股目標價由72.28港元下調至67港元,重申“買入”評級。該行表示,降低公司在亞洲銷售的預測,但擴大其利潤率預測,而港元最優惠利率的小幅上漲應能使匯控在香港鎖定更大的利差,又指投資者擔心英國政府的通脹政策和英倫銀行遲遲未能解決通脹問題,可能預示著英國進入高通脹時,而高通脹下股息收益率低於銀行利率。該股現報41.05港元,總市值8330億港元。
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