Hot News

匯豐︰進一步回購視乎資本水平料上半年派特別息0.21美元 @ 2024-02-22T20: Back Hot News
Keyword:匯控
Concept:匯控去年
該行預計,匯控去年末季收入增長穩定,季度基本收入同比升7%至159.28億美元,並較市場預期高出1%。摩通預計,匯控集團和匯豐香港的淨利息收入和淨息差按季將略有增長。該行預測匯控去年第四季的減值成本將增加約60個基點,並預計將於業績公布時宣布25億美元的回購計劃。
匯豐控股(00005.HK)繼昨日(21日)公布去年業績遜預期股價跌逾3%後,今早(22日)再跌逾1%報59.55元。摩根大通指,匯控管理層分析員會議的感覺令人感到好壞參半。管理層對140億元資本削減緩沖或紓緩對交行(03328.HK)進一步減值拖累股東回報的憂慮,但市場仍對管理層如何交出正常化有形股本回報率14%感到疑惑,基於淨利息收入及經營開支上升。由於資本回報強勁,不預期匯控股價在上半年顯著回落,並繼續在本港銀行股中偏好匯控,基於相對本港同業,見到匯控管理層對透過回購及派息維持有形股本回報率及資本回報有更強勁及清晰的承諾。且相對本地同業,匯控在本港商業房地產的風險敞口較低,該行就後者為風險來源。該行維持對匯控「增持」評級及目標價81元。

Mobile | Full
Forum rule | About Us | Contact Info | Terms & Conditions | Privacy Statment | Disclaimer | Site Map
Copyright (C) 2025 Suntek Computer Systems Limited. All rights reserved
Disclaimer : In the preparation of this website, 88iv endeavours to offer the most current, correct and clearly expressed information to the public. Nevertheless, inadvertent errors in information and in software may occur. In particular but without limiting anything here, 88iv disclaims any responsibility and accepts no liability (whether in tort, contract or otherwise) for any direct or indirect loss or damage arising from any inaccuracies, omissions or typographical errors that may be contained in this website. 88iv also does not warrant the accuracy, completeness, timeliness or fitness for purpose of the information contained in this website.