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《大行報告》匯控(00005.HK)投資評級及目標價(表)
匯豐控股(00005.HK)近日股價屢創逾四年高位,市場憧憬可受惠次季本港銀行同業拆息上升令淨息差擴闊,集團將於下周二(8月1日)公布2023年中期業績,因今年採用國際財務報告準則17「保險合約」(IFRS 17)的會計安排,將令去年同期基數重列,基於各券商對重列去年同期基數預測不盡相同,本文不提供綜合券商按年變幅預,本網綜合4間券商預測,匯控2023年上半年列賬基準稅前利潤料介乎208.04億至211.89億美元。 綜合3間券商預測,匯控2023年第二季度每股派息料為10美仙。摩根大通及美銀證券分別預期匯控將公布額外20億美元回購計劃。投資者將聚焦匯控管理層最新營運(收入增長、淨息差、非利息收入及資產質素)、派息(包括派特別息)及股份回購指引,並關注集團涉及內房行業信貸敞口影響。 下表列出6間券商對其投資評級及目標價: 券商│投資評級│目標價(港元) 高盛│買入│80元 美銀證券│買入│77.67元 花旗│買入│76.6元 瑞銀│買入│69.1元 摩根士丹利│增持│67.5元 摩根大通│中性│66元
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