大摩:予渣打集团目标价113.1港元 评级“增持”

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May 16, 2025
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  摩根士丹利发布研报称,予渣打集团(02888)目标价113.1港元,评级为“增持”。集团CIB财务目标为中期收入增长5-7%,与该行预期大致一致。大摩指,预计全球市场将成为收入增长的主要驱动力,同时将继续推动金融机构业务增长,并专注于增加对网路客户的产品销售。对于近期香港银行同业拆息(HIBOR)的变动,管理层指出,先前揭露的利率变动100个基点将产生5000万美元的影响,关键在于低HIBOR能维持多久。

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