中金：维持汇丰控股(00005)“中性”评级目标价升至69.66港元

智通财经

Feb 03, 2023

智通财经APP获悉，中金发布研究报告称，维持汇丰控股(00005)“中性”评级，上调2022E-24E盈利预测3%/4.2%/5.9%至141/210/215亿美元，目标价上调23.2%至69.66港元，较当前股价有20.8%上行空间。该行预计2023E公司ROE有望达到12.3%，主要得益于高利率和近年公司战略转型，同时预计2023E股息率也处于历史高位。

该行预计，公司4Q22经调税前利润同比增长75.4%(市场预期63.9%)，报告归母净利润同比增长115%(市场预期108.6%);预计公司2022年经调税前利润同比增长10.1%(市场预期-7.8%)，报告归母净利润同比增长11.4%(市场预期9.7%)。该行预测高于市场预期，主要来自近期汇率变动以及公司核心市场的经济预期好转对报表产生积极影响。

报告中称，近期欧洲宏观经济预期有所好转，11月以来国内也陆续推出房地产支持政策，汇丰两大风险点压力有所减轻，但仍需警惕经济数据与市场预期边际变化。该行预计公司2022/23年信用成本为0.31%和0.45%(其中4Q22单季0.42%)，23年略高于公司指引0.3-0.4%区间上限，认为现阶段公司资产质量仍保持稳健，拨备计提对业绩影响基本可控。

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