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《大行報告》渣打(02888.HK)投資評級及目標價(表)
渣打(02888.HK)將於下周五(23日)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,本網綜合7間券商預測,渣打2023年法定(Statutory)表現基準除稅前溢利料介乎48.07億至54.58億美元,較2022年42.86億美元,按年升12.2%至27.3%。中位數50.1億美元,按年升16.9%。 本網綜合6間券商預測,渣打2023年每股派息料介乎20美仙至25.6美仙,較2022年每股派息18美仙按年升11.1%至42.2%,中位數23.2美仙,按年升28.9%。綜合3間券商(富瑞、摩根士丹利、匯豐環球研究)預測,渣打宣布回購料介乎18億至25億美元。投資者將關注渣打管理層給予最新業務營運、策略、股息及股份回購等指引、以及其涉內內房信貸風險的敞口。 下表列出8間券商對渣打評級及目標價: 券商│投資評級│目標價 匯豐環球研究│買入│105元 富瑞│買入│10.5英鎊(約103.4港元) 摩根大通│增持│78元 摩根士丹利│增持│89.4元 高盛│買入│82元 瑞銀│買入│82.8元 海通國際│優於大市│75.12元 花旗│中性│66.5元
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