大行評級|高盛:渣打集團首季盈利超預期 給予“中性”評級及目標價111港元
高盛發表研報指,渣打集團今年第一季度盈利超預期17%,淨利息收入(NII)符合預期,稅前利潤高於市場預期5%,信貸減損低於市場預測7%,稅前利潤(PBT)高於市場預測10%,基礎回報率(ROTE)達16.4%,高於市場預測300個基點,核心一級資本比率(CET1%)符合預期。高盛將渣打2025財年每股盈利預測上調6%,2026至2028財年預測則分別上調2%、2%及1%,H股目標價定於111港元,給予“中性”評級。
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