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《大行報告》中金升匯控(00005.HK)評級至「跑贏行業」 為港銀首選
阿思達克 06-14 09:18
中金發表報告指,匯豐控股(00005.HK)具有較高股本回報率,股東回報亦較同業為高,有望支持估值修復,列為香港銀行行業首選股份,將投資評級上調至「跑贏行業」。 報告指出,匯控淨息差彈性較大,高黏度活期存款佔比顯著高於香港同業,預計第二季HIBOR上行及歐美持續加息,將進一步帶動該行淨息差水平提升,全年表現或好過公司指引。同時高利率環境持續,匯控未來淨利息收入仍有望保持在較高水平。 中金預測匯控今明兩年股東回報率分別達到11%及13%,上調今年全年盈利預測6.4%至277.85億美元,計及出售加拿大業務的潛在影響,亦上調明年盈利預測27.7%至267.17億美元,目標價維持75.5港元不變。
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