大行评级|高盛:上调恒生银行目标价至102港元 维持“中性”评级

格隆汇
May 06, 2025
高盛发表研究报告指,汇丰控股首季业绩表现强劲,收入按年增长9%,基本税前利润按年增长10%;中银香港季绩表现亦超出预期,收入及经营利润分别增长13%及14%。考虑到银行业今年开局表现好过预期,因此将恒生银行2025至2027年收入预测上调4%、2%及2%,每股盈利预测则上调7%、2%及3%。高盛预测恒生2025年上半年收入将按年增长2%,利润仍录得下跌,但预期跌幅将收窄至14%,目标价从99港元上调至102港元,维持“中性”评级。

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