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《大行報告》摩通:渣打(02888.HK)上季稅前溢利較市場預期高32% 其他收入較預期高23%
渣打集團(02888.HK)午後股價先升後收窄,盤中曾高見51.75元,最新報49.75元升1.7%。摩根大通發表報告表示,渣打集團中午公佈今年第三季除稅前溢利較市場同業原預期高出32%,主要是強勁的收入表現較市場共識高出8%。該行指,渣打季內淨利息收入較市場原預期低7%,但其他收入則較市場預期高出23%,相信是得益於宏觀金融市場所帶動。 該行指,渣打管理層現時預期2023年的淨息差平均數將繼續擴闊至約165個基點,大致符合市場預期,指成本亦符合市場預期。 摩根大通預計渣打於2022至2024財年每股盈利預測將出現低至中個位數的上調修正,因收入表現強於預期。該行還看到市場對渣打2024年淨息差預測具有上行空間。該行維持對在倫敦上市的渣打(STAN.L)「增持」評級及目標價770便士(約69.47港元)。
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