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研報掘金丨中金:下調匯豐控股今明年盈利預測 目標價102.3港元不變
格隆匯 04-30 13:06
中金髮表報吿指,由於關税等帶來宏觀環境存在不確定性,調低匯豐控股(0005.HK)今明兩年純利預測約5%及8%,維持目標價102.3港元及評級“跑贏行業”不變。中金將匯豐控股今年純利預測下調4.9%至215.2億美元,營業收入預測減0.3%,至660億美元,而明年純利預測減8.2%,至224.68億美元,營業收入預測降3.1%,至665.85億美元。今明兩年淨息差預測分別調低至1.49%及1.47%,之前預期為1.5%及1.56%。其他預測方面,今明兩年税前盈利預期分別為299.28億美元及308.73億美元。今明兩年回購金額預期均為110億美元,每股派息預期為0.65美元及0.68美元。匯豐控股維持未來3年盈利指引不變,包括預計今年銀行業務淨利息收益420億美元、營業支出增長目標3%、信用成本30至40個基點、貸款低單位數增長、派息比率50%等。
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