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《大行報告》匯控(00005.HK)投資評級及目標價(表)
阿思達克 02-15 12:48
匯豐控股(00005.HK)將於下周三(21日)公布去年業績,市場憧憬可受惠本港銀行同業拆息上升令淨息差擴闊﹐但因公司今年採用國際財務報告準則17「保險合約」(IFRS 17)的會計安排,將令去年同期基數重列,基於各券商對重列去年同期基數預測不盡相同,本文不提供綜合券商按年變幅預測,本網綜合7間券商預測,匯控2023年列賬基準稅前利潤料介乎332.26億至345.06億美元,中位數338.14億美元。 綜合7間券商預測,匯控2023年每股派息料介乎0.6至0.67美元,中位數0.64美元。綜合4間券商預測,匯控將宣布回購料介乎80億至105億美元,中位數85億美元。投資者將聚焦匯控管理層最新營運(收入增長、淨息差、非利息收入及資產質素)、派息(包括派特別息)及股份回購指引,並關注集團涉及內房行業信貸敞口影響。 下表列出8間券商對匯控評級及目標價: 券商│投資評級│目標價 富瑞│買入│約96.28元(980便士) 高盛│買入│84元 花旗│買入│83.9元 摩根大通│增持│81元 摩根士丹利│增持│79.2元 中金│跑贏行業│76.5元 中信証券│增持│69元 瑞銀│中性│57.9元
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