《大行》渣打(02888.HK)投資評級及目標價(表)
渣打(02888.HK)將於本週四(31日)公佈今年中期業績,受惠財富方案(保險和基金等資管產品銷售等)、環球市場(匯率利率對衝等金融市場交易)及環球銀行業務(貸款投放與發債等企業融資服務)的收入增長帶動,本網綜合3間券商料渣打2025年中期列賬基準除稅前溢利介乎36.21億至42.14億美元,較2024年中期34.92億美元,按年升3.7%至20.7%。
回購方面,高盛及瑞銀預測渣打在中期業績宣佈10億美元回購,大摩則預測渣打宣佈15億美元回購。投資者將聚焦渣打管理層最新營運(淨利息收入、財富方案、環球市場及環球銀行業務的收入表現、潛在推出穩定幣業務、收入與支出增長率之差(Jaws))、股東回報(股份回購)及派息指引、對潛在受美關稅影響的策略、集團早前捲入了馬來西亞一馬發展公司(1MDB)相關訴訟等影響。
下表列出8間券商對其評級及目標價:
券商│投資評級│目標價
瑞銀│買入│154.2元
華泰證券│增持│137.46元
巴克萊│與大市同步│136.24元(13英鎊)
摩根大通│增持│135元
中金│跑贏行業│130.4元
高盛│中性│126元
摩根士丹利│增持│121.5元
摩根大通│中性│86.98港元(8.3英鎊)
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