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《大行報告》渣打集團(02888.HK)投資評級及目標價(表)
摩根士丹利上月中發表報告表示,料渣打集團(02888.HK)將於本月16日(周四)公布去年業績,本網綜合6間券商預測,料受惠金融市場表現,渣打集團2022年法定除稅前溢利料介乎43.06億至47.6億美元,較2021年法定除稅前溢利33.47億美元,按年上升28.7%至42.2%;中位數46.34億美元,按年升38.5%。 綜合4間券商預測,渣打集團2022年每股全年派息介乎13至16美仙,較2021年每股全年股息12美仙,按年升8.3%至33%;中位數15.5美仙,按年升29%。綜合3間券商(摩根士丹利、瑞銀及摩通)預測,渣打集團將宣布新一輪股份回購金額介乎5億至15億美元。投資者將關注渣打集團股東回報推展、新一輪股份回購規模、有形股東權益回報表現及目標,以及未來淨息差指引等。 下表列出11間券商對其評級及目標價: 券商│投資評級│目標價(港元) 德銀│買入│86.3元(900便士) 高盛│中性│79元 摩根大通│增持│78元 瑞銀│買入│75.47元(787便士) 美銀證券│中性│74.25元 摩根士丹利│增持│69.3元 海通國際│優於大市│63.92元 中金│中性│59.12元 星展│買入│58.3元 花旗│中性│56.4元 瑞信│跑輸大市│51.3元(535便士) (fc/w~
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