大行評級|美銀:上調恒生銀行目標價至100港元 今年收入前景更具挑戰
美銀證券發表報吿指出,恒生銀行去年純利按年增長58.1%至178億港元,較該行及市場預期超出5%至7%。撥備前利潤按年增長27.6%,亦較該行預測高出5%。全年每股派息按年增長58.5%至6.5港元,第四次中期息每股3.2港元,去年派息比率按年跌2個百分點至73%。股本回報率(ROE)按年改善4.1個百分點至11.3%。普通股權一級資本比率增長291基點至18.1%。該行將恒生今明兩年預利預測上調6%至7%,目標價由92.3港元上調至100港元,維持“中性”評級,認為公司今年收入前景更具挑戰,以及撥備具不確定性。
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