《大行報告》摩通料渣打(02888.HK)第三季淨利息收入可按季增長 維持「增持」評級
摩根大通發表報告指,渣打(02888.HK)第三季業績焦點是淨利息收入及資產質素前景,該行調整第三季預測,2023至2025年度的每股盈利預測大致維持不變,在第三季平均1個月銀行同業拆息按季升80點子下,預期第三季淨利息收入按季有增長,但貸款增長仍然受壓,需求由香港轉為內地,因為借貸成本較低。財富管理業務趨勢分化,保險等離岸銷售趨勢向好,因本港儲蓄存款利率較高、內地訪港旅客亦增加,投資服務則受市況影響而較疲弱。
渣打將於11月26日公布第三季業績,該行維持「增持」評級,目標價維持91元。
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