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《大行報告》瑞銀:渣打(02888.HK)上季業績大致符預期 2026年新目標高於市場預期
阿思達克 02-23 15:41
瑞銀發表報告指出,渣打(02888.HK)去年第四季業績大致符預期,期內基本稅前盈利10.56億美元,較公司預期高出10%,淨利息收入低過預期1%,淨息差高過預期3點子至1.7%,按季擴大7點子。成本較預期低1%,撥備前利潤低過預期3%。對渤海銀行的投資減值1.53億元。普通股權一級資本比率為14.1%,較預期高出10點子。末期息每股21美仙,並進行10億美元回購。 該行提及,渣打更新2024至2026年指引,當中包括預期收入增長5至7%,接近今年的上限範圍,相對於市場預期2024至2026年預測各為7%、3%及3%;今年目標淨利息收入100億至102.5億美元,超過市場預期;有形股東權益回報由10%穩步增長,目標至2026年達12%等。該行認為,新目標意味著2026年稅前盈利高出市場預期19%。 此外,該行予在倫敦上市的渣打(STAN.L)「買入」評級,目標價810便士。
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