《大行報告》高盛上調匯控(00005.HK)目標價至77元 評級「買入」
高盛發表研究報告指,匯控(00005.HK)將於本月25日公布第三季度業績,預計業績將受到非常強勁的淨利息收入及淨息差所帶動,預測在淨息差改善19個基點的情況下,第三季淨利息收入將按年增長25%,按季比較則增長11%。
該行指出,淨利息收入及淨息差表現強勁,即是貨幣市場利率已反映出港元、美元和英鎊等貨幣急劇上升的事實,由於資金壓力較小且市場利率快速上升,預期匯豐等擁有優質存款的銀行將繼續處於有利位置。
考慮到較低的存款轉手率,該行提高匯控淨息差及每股盈利預測,其中2022至2025年每股基本盈利預測將上調4%、4%、3%及3%,目標價從75元上調至77元,但預期除淨利息收入及淨息差外,其他財務指標將不會見到太大驚喜,維持「買入」評級。
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