小摩:渣打集团(02888.HK)次季增长或较汇丰控股(00005.HK)强韧 同予“增持”评级

智通财经
25 Jul
【小摩:渣打集团(02888.HK)次季增长或较汇丰控股(00005.HK)强韧 同予“增持”评级】智通财经APP获悉,摩根大通发布研报称,汇丰控股(00005.HK)与渣打集团(02888.HK)都将于7月底公布第二季业绩,目前预测由于渣打的净利息收入占比较汇控低,只有约52%,对比汇控为约60%,相信受到利率下行的冲击较小,加上香港商业地产风险敞口也较少,资产质量压力相对较轻,因此预期渣打的增长表现会较强韧,同予“增持”评级。

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