《大行報告》高盛升渣打(02888.HK)評級至「買入」 料未來兩年跑贏同業
高盛發表報告指,料渣打集團(02888.HK)未來兩年將會展示超出同業的表現,估計每股盈利複合年增長率為雙位數、股本回報率(ROE)改善約2.7個百分點,對比同業的每股盈利複合年增長率只有單位數、股本回報率(ROE)下跌。
該行認為,推動渣打盈利改善的原因,包括在2021年底進行、為集團帶來虧損的對沖解除;金融市場業務市場份額持續提升;新的財務總監明年首季上任;資本處於目標上限水平。
高盛將渣打集團評級由「中性」上調至「買入」,現價估值處於接近歷史低位,將其今年至2026年每股盈利預測輕微調整,由下調3%至上調3%,以反映對金融市場及財富管理業務的最新預測,目標價由86元下調至85元,反映股息率3%,潛在升幅39%。
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