《大行報告》高盛:渣打(02888.HK)首季基本稅前溢利高預期16% 今年指引與市場預期一致
高盛發表報告指,渣打(02888.HK)首季基本稅前溢利達17億元,較該行預期高了16%,主要是信用減值較低及成本下降所帶動。整體而言,存款按季穩定,活期及儲蓄存款(CASA)遷移按預期進行,其速度於今年首季放緩,該行認為這或會支持集團的有形股本回報率(ROTE)向逾10%水平的方向進發。
該行指,集團將其今年收入增長目標上調至早前指引8%至10%之間的頂端,受惠於內地重開以及金融市場和財富管理呈良好勢頭。
報告又指,於成本方面,集團目標今年及明年正收入與成本增長差為3%,若收入增長跑贏大市,將會擴大的空間,該行指,集團收入和成本指引與市場預測大致一致。
該行給予渣打目標價為980便士,以及維持「中性」評級。(ca/s)
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