智通财经APP获悉，渣打集团(02888)涨近3%，截至发稿，涨2.58%，报107.2港元，成交额9824.73万港元。
高盛发布研究报告称，将渣打集团2024-28财年每股盈利上调1%。该行将估值延展至2025财年，目标价上调9%至104港元，维持“中性”评级。集团将于2月21日公布2024年第四季业绩。市场普遍预期非利息收入(NII)将在2025财年小幅下降，而非利息收入流将实现收入增长预期。
报告中称，渣打管理层预计2025财年收入增长将低于5-7%的中期范围，但市场普遍预计收入增长约为3%，其中非利息收入将增长8%。财富解决方案和全球市场一直是非利息收入的主要驱动力，预计第四季将实现强劲成长。该行注意到，本季新交所上市外汇期货表现强劲，反映第四季度全球市场收入的普遍预期存在上行风险。这是该行对第四季收入和盈利预期高于普遍预期的主要原因。
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