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大行評級|花旗:上調摩根士丹利目標價至135美元 上調明後年每股盈測

花旗發表研究報吿指,摩根士丹利的股價在年初至今上升了44%,大致與KBW銀行指數持平,看到有形賬面價值(TBV)倍數從2.3倍的擴大至接近3倍,這主要得益於對資本市場反彈和《巴塞爾協定III》最終方案資本放鬆的樂觀預期。

該行將對摩根士丹利的目標價由105美元升至135美元,評級“中性”。該行維持摩根士丹利今年的每股盈利預測為7.35美元,分別上調明年及2026年的每股盈利預測,由7.95美元及8.55美元,升至9.1美元及9.8美元。

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