港股异动 | 汇丰控股涨2%股价去年2月新高 获富瑞上调评级至“买入”

金融界网站
Jan 13, 2023
格隆汇1月13日丨汇丰控股(0005.HK)涨2.4%,报55.4港元,总市值1.1万亿元,股价创2022年2月24日新高。富瑞发报告,对汇丰的评级由“持有”上调到“买入”,在伦敦的股价目标价由原来的574便士(折合约54.36港元),提升至770便士(折合约72.92港元),并将该股列为英国上市股票中的首选。报告认为,汇丰的有关内地和香港重新开放和资本回报前景,是被低估的属性,这创造了正面回报/风险不对称性,令富瑞上调该股的评级。富瑞又估计,汇丰出售加拿大业务,可以在今明两年间释放合共140亿美元的回购和特别股息,且鉴于2024年估计ROTE有13%,而报告发表日的有形资产净值(TBV)为0.8倍,故认为有可信的重新评级潜力。

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