《大行報告》海通國際:渣打(02888.HK)營收及利潤不及預期 受淨息差及渤海銀行商譽減值影響
渣打集團(02888.HK)今日(26日)中午公佈今年第三季業績,午後股價受壓,最新報60.35元下挫近10.5%。海通國際發表報告,指渣打第三季基本經營收入按年增速6.4%,低於預期的7.7%升幅,主要受到淨利息收入不及預期的拖累,其中淨利息收入按年升18.4%,低於市場預期的23.2%升幅。而其他收入按年跌5%,仍好過市場預期下跌7%。
海通國際指,渣打上季經審計稅前利潤按年跌54.5%,低於市場預期上升1.5%,主要受到中國渤海銀行(09668.HK)商譽減值的影響。渣打第三季淨息差按年升20個基點至1.63%,低於預期的1.72%。
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