《大行報告》摩通上調匯控(00005.HK)明年回購預測至90億美元 評級「增持」目標價升至83元
摩通發表報告指出,匯控(00005.HK)第三季整體業績數據大致符合市場及該行預期,但30億美元回購計劃規模,則超過市場及該行預期的20億美元水平。
該行提及,匯控管理層於業績簡報會上傳遞出建設性訊息,關鍵正面因素包括對交行(03328.HK)使用價值(VIU)的評論、資本回報率下行風險擔憂紓緩,以及管理層對內地商業房地產風險評論表明,相對於目前指引,預期信貸損失比率上行風險有限。
此外,該行對匯控明年回購預測由40億美元上調至90億美元,維持對其「增持」評級,目標價由81元升至83元。該行指匯控股價過去一個月調整7.3%,跑輸同期恆指5個百分點,投資者可考慮趁低吸納機會。
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