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《大行報告》花旗:匯控(00005.HK)上季稅前盈利優預期 但明年淨利息收益指引保守
花旗發表報告表示,匯豐控股(00005.HK)公布今年第三季經調整除稅前利潤錄65億美元,按季及按年均升9%,高於市場原預期11%,收入優於預期6%,營業費用大致符合預期,撥備前利潤優於市場原預期14%,但指撥備亦高於原預期27%。 該行指,匯控普通股權一級資本比率為13.4%,按季跌20個基點,符合預期,而匯控亦上調2022年的淨利息收益指引至320億美元(此前為310億美元),集團現時預期2023年的淨利息收益將至少達到360億美元,該行認為其似乎略保守,而集團繼續以2023年起平均有形股本回報率至少達到12%為目標,並預期於2023及2024年度達致50%的派息率。 花旗表示,根據匯控新指引,預計市場將上調對匯控2023財年每股收益預測介乎中至高個位數,該行重申對匯控「買入」評級及目標價56.6元。
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