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匯控:繼續加大業務投資 亦有充足資本支持回購 @ 2024-08-02T Back Hot News
Keyword:匯控 匯豐
Concept:回購匯控 , 預期股價
智通財經APP獲悉,大摩發布研究報告稱,匯豐控股(00005)宣布加碼回購,擬於未來三個月內完成最多30億美元的股份回購,規模大過市場預期的20億美元。次季收入向好及預期信貸損失較少,推動大摩將匯控2024年每股盈利預測上調5%,但基於2025年平均有形股本回報率目標達約15%的最新指引,將2025至2026年每股盈利預測分別下調1%至2%,預期股價將對業績作出中性至稍微正面的反應,維持「增持」評級,目標價提升至78.4港元。
沽空 $3.62億; 比率 15.822% 昨午(7月31日)公布截至6月底止上半年業績,昨日股價上揚4.6%後,今早股價曾升至70元後輕微回落,最新報69.4元跌0.8%。摩根士丹利指匯控季度業績穩健,收入勝預期及預期信貸損失低於預期,促使該行上調對匯控全年每股盈利預測5%,但下調明年及2026年每股盈利預測1%至2%,並與管理層有形股本回報率相符。該行料市場對匯控業績反應中性至輕微正面。基於其股價為2025年預測有形淨資產值1倍及有形股本回報率14.2%,以及約8%股息率,認為股值應提供支撐,維持「增持」評級,目標價由77.6元上調至78.4元。該行亦指,匯控CET1較市場預期低10點子,受計算模型改動導致風險加權資產增加64億美元影響,但仍遠高於14%至14.5%水平。該行料匯控全年股份回購總額110憶美元,高於早前預測的100億美元。

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