《大行報告》摩通上調渣打(02888.HK)目標價至91元 評級「增持」
摩根大通發表報告指,渣打(02888.HK)出售航空融資租賃業務後,將該行2023至2025財政年度的普通股權一級資本比率(CET1)預測上調約20點子,因此將渣打目標價由90元上調至91元,維持「增持」評級。
該行認為渣打相對同業被低估,在結構性增長及利率環境支持下,盈利有增長潛力,管理層優化資產負債表的策略已見成效,之前表明2022至2024年間向股東回饋50億美元資本的目標,正按進度執行,摩通估計在原先計劃今年回購10億美元股份外,或會額外進行回購。
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