大行評級|大摩:下調匯豐目標價至83港元 預計披露首季業績時將宣佈30億美元回購計劃
摩根士丹利發表英國銀行業報告表示,料英國銀行今年首季淨利息收入按季升1%,而英銀在亞洲市場務業績將表現強勁,但料2025年下半年的營收壓力,導致該行將行業2026年的預期下調最多達9%。該行料在亞洲市場坐擁業務的英國銀行首季表現強勁,可受惠於較低的存款成本以及強勁的財富和企業活動推動,不過,鑑於宏觀前景存在風險,市場更有可能關注剩餘三個季度的前景,預計未來收入將面臨壓力。
大摩將匯豐控股今明兩年的每股淨利預測下調9%及8%,對渣打集團今明兩年的每股淨利預測各調低9%及4%,估計匯控於公佈首季業績時將宣佈回購股份30億美元計劃。該行下調對匯控目標價由92.3港元降至83港元,將渣打目標價由128.3港元降至112港元。
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