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《大行報告》恆生銀行(00011.HK)投資評級及目標價(表)
阿思達克 07-27 15:42
恆生銀行(0011.HK)將於下周二(8月1日)公布今年中期業績。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,本網綜合3間券商料恆生2023年中期除稅前溢利介乎104.41億至117.72億元,較2022年中期除稅前溢利54.39億元,按年上升92%至116.4%。 綜合5間券商預期恆生2023年中期收入介乎167.28億元至178.92億元,較2022年同期123.56億元,按年上升35.4%至44.8%;中位數168.84億元按年升36.6%。本網綜合4間券商,預期恆生2023年上半年每股派息共2.2元,較2022年同期1.4元,按年上升57.1%。市場將關注恆生銀行管理層對未來淨息差指引,並關注集團涉及內房行業信貸敞口影響等。 下表列出7間券商給予其評級及目標價(港元): 券商│評級│目標價 瑞銀│買入│178元 摩根大通│增持│155元 海通國際│優於大市│130.47元 高盛│沽售│117元 花旗│中性│115元 摩根士丹利│與大市同步│114.3元 富瑞│持有│113元
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