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《大行報告》高盛:渣打(02888.HK)季績穩固 重申「買入」評級
阿思達克 10-26 16:15
高盛發表報告表示,渣打集團(02888.HK)中午公布今年第三季除稅前基本溢利較市場原預期高出約20%,主要是高收入所帶動,渣打截至今年9月底止普通股權一級資本比率為13.7%,亦較市場同業預期高出20個基點,指其季績穩固,集團正向於2024年實現10%的有形股東權益回報目標推進。 該行指,渣打上季業績穩固,為反映季績情況,決定上調對其今年每股盈利預測6%,並對其2023年至2026年每股盈利預測大致保持不變。該行指渣打上季淨利息收入較市場原預期低7%,指值得注意的是,渣打的淨利息收入和其他收入之間的差異,因反映更高的交易賬戶資金成本,此對上季淨利息收入產生了負面影響,抵銷了其他收入的正面影響,該行預計季績對渣打股價的影響應屬平淡。 高盛表示,重申對渣打「買入」投資評級及目標價86元。(wl/k) ~
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