《大行》匯控(00005.HK)投資評級及目標價(表)
匯豐控股(00005.HK)將於下周三(30日)公布今年中期業績,反映低息環境(HIBOR明顯下降)、去年同期出售加拿大和阿根廷業務入帳(完成出售加拿大銀行業務後錄得的48億美元增益,阿根廷業務分類為持作出售用途後確認12億美元減值)等因素,摩根士丹利及高盛料匯控今年上半年列賬基準除稅前利潤介乎160.4億至160.73億美元,較2024年同期列賬基準除稅前利潤215.56億美元,按年下跌25.4%及25.6%。
綜合3間券商料匯控2025年上半年替代表現衡量按固定匯率計算除稅前利潤預測介乎179.72億至181.55億美元,較2024年中期替代表現衡量按固定匯率計算除稅前利潤180.67億美元,按年跌0.5%至上升0.5%。投資者將焦聚匯控管理層最新營運(全年收入、信貸增長及美關稅對業務影響)、派息及股份回購計劃的指引。
下表列出7間券商對其評級及目標價:
券商│投資評級│目標價
巴克萊│增持│127.68元(12英鎊)
摩根大通│增持│118元
高盛│買入│109元
花旗│買入│105.3元(9.9英鎊)
瑞銀│中性│99.6元
星展│買入│98.7元
摩根士丹利│增持│90元
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