《大行報告》大摩上調匯控(00005.HK)目標價至72.2元 次季收入勝預期進一步回購20億美元股份
摩根士丹利發表研究報告,將匯控(00005.HK)目標價由67.5元上調至72.2元,評級「增持」。
大摩表示,匯控次季收入勝預期,撥備前經營溢利較市場預期高12%,由較好的淨息差及其他收入帶動,亦令管理層將今年全年淨利息收益指引上調至350億美元以上,以及目標在今明兩年實現約15%的有形股本回報率。普通股權一級資本比率符預期,並公布擬展開最多達20億美元的進一步股份回購,為預期上限,股價應會有好反應。
匯控午後升幅擴至1.46%,現報66.15元,成交1,678.22萬股,涉資11.02億元。
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