《大行報告》高盛料匯控(00005.HK)首季基本稅前盈利70.9億美元 按年升50%
高盛發表報告指,預計匯豐控股(00005.HK)首季基本稅前盈利70.9億美元,按年增長50%,這主要是受惠於強勁的收入增長以及對相對嚴格的成本控制。該行預期,集團於2023財年將進行20億美元的回購,公司管理層在2022財年的業績中亦指出回購可能從今年首季開始,又料第一季的每股派出息為0.1美元。
另外,該行認為,匯控首季通常是季節性淡季,因此,管理層對於前景和風險因素的評論比第一季撥備更為重要。
該行上調匯控2023財年的每股盈測1%,而2024及2025財年則分別下調預測1%,維持匯控「買入」評級,目標價為75元。(sl/w)
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