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《大行報告》瑞銀:匯控今年淨利息收入指引保守 指售加業務收益優先用於派特別息 但若非主要用於資本回報或令市場失望
阿思達克 02-21 14:56
瑞銀發表報告指,匯豐控股(00005.HK)上季稅前盈利較該行預測高出7%,淨利息收入和非利息收入均較市場預測的高出6%,成本則高出1%,撥備前利潤則高出7%;其普通股權一級資本比率(CET1)為14.2%,高於市場預期的13.8%,主要是資本及風險加權資產(RWAs)符合預期,推動去年下半年股息高於預期5%,同時亦令管理層考慮將股份回購計劃提前至今年首季決定。 該行指,匯控今年淨利息收入指引逾360億美元較為保守,亦指管理層或於今年首季考慮回購股份,令在2023年至2024年派息比率達50%,並待完成出售加拿大業務後,將業務收益優先用於派特別息,但該行亦指集團若不是將所得收益主要用於資本回報或令市場失望。 瑞銀表示,將匯控(HSBA.L)在倫敦上市的目標價維持至700便士、以及其評級為「買入」。
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