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《大行》高盛料渣打(02888.HK)次季基本除稅前溢利按年增27%
阿思達克 07-07 11:52
高盛發表研究報告指,渣打(02888.HK)預期將於本月底公布次季業績,預測基本除稅前溢利將按年增長27%至23億美元,收入增長15%及撥備前經營溢利增長31%。若剔除約2億美元SC Ventures的處置收益後,高盛預測渣打第二季收入將增長10%。 高盛預期渣打次季淨利息收入將按年增長1%,但受到利率下行的影響,按季下跌3%。期內HIBOR按季下跌約200基點,根據管理層指引,預料將帶來約2,500萬美元的負面影響。高盛預期2025全年淨利息收入將從首季年化112億美元微降至約110億美元,至明年有望回升1%。資本回報方面,高盛預期渣打將推出新一輪10億美元股份回購計劃。 高盛將渣打2025至2029年下調3%至上調3%,維持「中性」評級,目標價從111元上調至126元。
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