《大行報告》高盛料渣打(02888.HK)首季基本稅前盈利14.95億美元 按年升15%
高盛發表研究報告指,渣打(02888.HK)將於下周公布首季業績,預測在強勁收入增長推動下,基礎稅前盈利可達到14.95億美元,按年升15%,當中有部分被成本高增長所抵銷。
該行預期渣打首季收入增長約9%,甚至更強勁,達到增長指引近上限,主要來自於淨息差擴張及財富管理業務收入表現穩健,預期收入與支出增長率差距將持平。
高盛預測渣打將於中期業績發布時才公布下一輪回購計劃,金額料達2.5億美元,全年回購金額則預期達到12.5億美元,並估計到首季信貸成本或趨向正常化,接近管理層指引範圍中位數,給予該行「中性」評級,目標價為81元,將今年每股盈利預測下調2%,並將2024至2025年預測分別上調3%及2%。(gc/k)
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