《大行報告》大摩升渣打(02888.HK)目標價至93.3元 料未來30日股價跑贏行業
摩根士丹利發表報告指出,在渣打(02888.HK)業績公布後,該行對其2024財年盈利預測下調3.5%,並微降2025財年盈利預測。
該行對渣打2024至2026年淨利息收入預測有所下調,反映出生息資產(AIEA)基數較低。同時也降低對其非利息收入預測,主要由於交易收入下降。為抵銷有關影響,該行削減對渣打的成本預測,以反映新的成本節約計劃,並由於信貸質量具韌性,該行對其今年的預期信用損失預測下降8%。
此外,該行對渣打目標價由89.4元上調至93.3元,評級「增持」。該行另料渣打未來30日股價跑贏行業,發生的概率達70%至80%,認為公司對2026年的展望超預期。
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