大行評級 | 美銀:上調渣打目標價至78.89港元,續予中性評級
格隆匯2月10日丨渣打集團(02888.HK)此前預測成本增長將會加快,但美銀估計,渣打將在本月業績會上更新預測,因長線投資減少,美銀已調低渣打2023-24年度開支預測,每股盈利預測亦隨之上調0.02-0.03美元,港股目標價由74.25港元升至78.89港元,倫敦股份目標價亦上調50便士至8.5英鎊,重申“中性”評級。
美銀髮研報指,據外媒,第一阿布扎比銀行(First Abu Dhabi Bank,簡稱FAB)可能在六個月冷靜期結束後,考慮向渣打提出現金要約,作價或介乎300-350億美元,雖然比現值260億美元高,但集團去年第三季有形賬面值達到390億美元,加上渣打資本雄厚,現價相對2023年預測市盈率只有7倍,相信若收購意向屬實,投資者將要求不低於其他英國銀行的估值。
渣打中午發通吿指,第一阿布扎比銀行注意到近期新聞界對渣打的猜測,並重申其目前並無對可能要約收購渣打集團進行評估。

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