《大行報告》大摩 : 宏利(00945.HK)上季核心盈利勝預期 所有業務均有穩定增長
宏利(00945.HK)今早股價破頂,一度升近10%。摩根士丹利在宏利公布第四季度業績後發表報告,對其多倫多上市股份維持「與大市同步」評級,目標價30加元(下同),公司去年第四季度經調整後每股核心盈利0.92元,高於該行預期的0.86元,業績反映所有業務分項均有穩定增長,當中主要受全球財富管理業務增長29%推動,平均資產管理規模提升,費用差距擴闊。
報告指,宏利第四季度亞洲區核心盈利按年升14%,主要受惠精算方式及假設變動、利率較高及業務增長。加拿大核心盈利按年升19%,主要受惠團體保險增長及聯盟營銷推動、以及預期信貸失減少。美國業務盈利則升16%,主要受惠回報率提升及業務增長。
報告認為,整體而言,宏利的核心盈利表現穩定,資本仍然充裕,維持今年每股盈利預測為3.63元。(cy/k)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.