研報掘金|華泰證券:維持渣打集團“增持”評級 指其兼具業績增長性及優質股東回報
華泰證券發表研究報告指,渣打集團兼具業績增長性及優質的股東回報,因此維持“增持”評級,又維持集團2025至2027年的純利預測,分別爲38.3億、39.6億及43.6億美元。不過,該行指,公司短期內仍受息差波動影響,但中長期將受惠於全球產業鏈重構,目標價137.46港元。該行表示,渣打的跨國業務集中度低,中美跨國業務僅佔其對公業務收入1%,因此預計受關稅的直接影響整體可控。
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