大行評級|高盛:維持匯控“買入”評級 預期首季度基本税前盈利跌5%
高盛發表報吿,預期匯控本月30日公佈首季度基本税前盈利為89億美元,按年跌5%,收入大致持平,但成本上升。首季業績將計及出售加拿大業務的收益49億美元,以及出售阿根廷業務的損失10億美元。該行預期投資者將會關注收入表現、資本回報及信貸成本,估計首季總收入按年增長1%,銀行淨利息收入按年升7%,但非利息收入按年跌9%,主要因為香港股票市場仍然疲弱,以及受匯兑影響。資本回報方面,管理層預期派發特別股息每股0.21美元,連同季度通常派發的0.1美元,即每股派息0.31美元。計及出售加拿大業務及阿根廷業務的影響,預料普通股權一級資本比率將由14.6%提升至15.6%。該行調整匯控今年至2028年的每股盈利預測,由下調2%至上調2%,維持其“買入”評級,目標價80港元。
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