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《大行報告》大摩料匯控(00005.HK)首季派息8美仙兼宣布回購 渣打(02888.HK)受惠亞洲宏觀改善
摩根士丹利發表研究報告,料短期港元息差受壓,但分銷展望令該行維持對匯豐控股(00005.HK)及渣打集團(02888.HK)「增持」評級,匯控目標價由64.4元升至65.2元,並予渣打目標價79.7元。匯控及渣打將分別於4月26日及5月2日公布首季業績。 報告稱,亞洲區銀行今年開局穩固,正注視匯控的資本回報。大摩指HIBOR走低屬負面,並留意到港銀財管及保險銷售強勁,市場活動收入支持收入增長。大摩預期匯控首季派息8美仙,並宣布10億美元回購。 大摩指匯控股本回報率正提升,估值吸引,資本回報正加快;中國宏觀及地緣政治風險持續,但報告指市場更注視亞洲宏觀展望改善。大摩另指亞洲宏觀環境改善支持渣打業務,特別是香港受惠與內地全面通關。
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