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《大行報告》高盛上調恆生(00011.HK)目標價至128元 評級維持「沽售」
高盛發表報告指,基於匯控(00005.HK)旗下香港業務及中銀香港(02388.HK)的盈利表現,正在調整對恆生銀行(00011.HK)預測,由於香港銀行同業拆息(HIBOR)下降,相關銀行的淨息差持續收窄,意味著信貸成本似乎已經達到高峰。 除此之外,IFRS 17的實施將恆生營運支出降低了約5%,並從資產負債表中移除了保險資產的按市值計價,這在2022財年對匯豐香港和匯生銀行產生了負面影響。該行指,恆生銀行手續費收入尚未完全恢復,匯豐香港和中銀香港在該收入按季大幅增長,但仍低於2022年首季的水平。 高盛表示,將這些趨勢反映恆生的預測中,將其2023及2024財年的每股盈測分別上調8%及2%,另將2025財年的預測下調3%。該行上調恆生目標價3%,由124元上調至128元,維持「沽售」評級,指其股息回報較低及估值較同業中銀有溢價。
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