匯控(00005.HK)倫敦股價升3.5% 較本港收市低0.9%
匯豐控股(00005.HK)昨日中午收市後公布3月底止首季業績,匯控在本港股價昨午抽升,昨收市升4.5%報58.65港元。匯控在倫敦股價升3.5%至593.9便士,折合58.15港元,較本港收市低0.9%。摩根士丹利表示,匯控首季稅前盈利優預期,恢復派季度股息及回購最多達20億美元股份,料可為股價帶來支持,決定上調對其目標價由65.2元升至67.5元,維持「增持」評級。
摩根大通表示,匯控首季業績優預期,主要受非利息收入優預期及成本較低所帶動,並指回購最多達20億美元股份符預期,但無論如何,僅建議投資者在股價上升時先行套利,因料其淨息差已見頂,估計其本季起會錄重組成本,維持對其「中性」評級及目標價61元。
匯控公布首季列賬基準除稅前利潤按年升2.11倍至128.86億美元,高於本網綜合3間券商預測上限的96.93億美元;列賬基準除稅後利潤按年升2.21倍至110.26億美元;每股盈利0.52美元。純利按年升2.75倍至103.27億美元。集團宣布派發自2019年以來首次季度股息每股0.1美元,以及計劃將回購最多達20億美元股份。
期內列賬基準收入增長64%至202億美元。按固定匯率基準計算,收入增長74%。淨利息收益率按年升50個基點至1.69%,按季增加1個基點。淨利息收入按年升38%至89.59億美元。匯控行政總裁祈耀年表示,集團首季業務強勁,不計策略交易的影響,集團有形股本回報率達19.3%。按照業務目前的良好勢頭,預期集團日後將擁有強大的股息分派和股份回購能力。
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