《大行報告》匯豐研究上調渣打倫敦目標價至1,020便士 評級「買入」
匯豐研究發表研報指,香港市場持續復甦,失業率回落,訪港旅客量反彈,銀行保險業務增長強勁,加上利率環境趨升,認為渣打集團(02888.HK)前景亮麗。
該行預期,隨著資金流入定期存款產品的速度放緩,香港存款競爭程度將放緩,保持謹慎樂觀看法,認為雖然內地經濟未出現連續復甦,但房地產市場足夠穩定,預計渣打對中國商業房地產敞口的損失將保持於較低水平,而渣打的信貸風險料迎來正面驚喜。
匯豐研究再分別將渣打2023至2025年各年每股盈利預測調高3.2%、1.5%及5%,倫敦目標價從1,000便士上調至1,020便士,指出現價相當於預測2024年市盈率不足5倍,渣打被低估,維持「買入」評級。
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