大行評級|摩根大通:重申渣打集團“增持”評級 目標價為148港元
摩根大通發表研究報吿指,渣打集團次季撥備前利潤(PPoP)及税前盈利(PBT)分別較預期高出12%及23%,主要由於非淨利息收入表現遠勝預期。該行指,渣打集團仍為其首選,主要因管理層留意到集團第三季開局良好,並將2025財年總收入預期上調至5-7%區間的下限。另外,渣打普通股一級資本充足率強勁,達到14.3%,渣打集團宣佈13億美元的股票回購計劃,每股派息12.3美仙,而未來12個月潛在回報為8.1%,在大中華區金融業中排名第二。該行維持渣打集團目標價為148港元,重申“增持”評級。
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