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《業績前瞻》券商料渣打(02888.HK)中期法定除稅前溢利29.68億至32.37億美元 關注派息及回購
渣打集團(02888.HK)將於本周五(28日)公布2023年上半年業績,受惠次季本港銀行同業拆息上升令淨息差擴闊及金融市場業務收入,抵銷了部份貸款增長放慢的影響,本網綜合3間券商列出對其上半年法定表現除稅前溢利介乎29.68億美元至32.37億美元,較2022年上半年法定表現除稅前溢利27.72億美元,按年上升7.1%至16.8%。市場將關注渣打管理層對業務展望、派息及股份回購的最新指引。 【料淨息差擴闊 聚焦股份回購】 高盛估計渣打今年上半年法定表現除稅前溢利錄32.37億美元億按年升16.8%,料第二季法定表現除稅前溢利錄14.29億美元億按年升12%(按季跌21%),料截至6月底止普通股權一級資本比率為14%。 摩根大通料渣打今年上半年法定表現除稅前溢利錄29.68億美元,料今年第二季季法定表現除稅前溢利錄11.6億美元(按季跌36%;市場同業共識預測為13.86億美元),料其次第二季度金融市場收入預計將按年增長屬表現強勁,預計這將成為增長的關鍵驅動力。該行估計渣打第二季淨利息收入按年升13%至20.92億美元,料淨息差擴闊至1.73%,估計次季非利息收入按年升19%至22.91億美元,料股本回報率達6.3%。 摩根士丹利表示,基於本港銀行同業拆息於第二季上升,有利銀行淨息差按季擴闊,並估計渣打將於公布業績時宣布股份回購計劃規模5億美元。該行料渣打今年上半年法定表現除稅前溢利31.29億美元,該行料其今年第二季法定表現除稅前溢利13.21億美元(按年升3%及按季跌27%),料次季淨利息收入按年升11%至20.62億美元,料非利息收入按年升19%至23.01億美元,估派每股中期股息6美仙(2022年同期派4美仙)。 ---------------------------------------------- 本網綜合3間券商列出對其上半年法定表現除稅前溢利介乎29.68億美元至32.37億美元,較2022年上半年法定表現除稅前溢利27.72億美元,按年上升7.1%至16.8%。 券商│2023年上半年法定表現除稅前溢利預測│按年變幅 高盛│32.37億美元│+16.8% 大摩│31.29億美元│+12.8% 摩根大通│29.68億美元│+7.1%
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