智通财经APP获悉，摩根大通发布研报称，料汇丰控股(00005)次季测银行业务净利息收入按季微跌1%至105亿美元(下同)，当中净息差微降及贷款规模持平。 该行认为管理层全年净利息收入420亿元的指引有潜在下行风险; 即使美元走弱，但亦考虑到次季HIBOR下跌。估值方面，该行将无风险利率假设由4%下调至3%，对其至明年12月目标价由108港元上调9.3%至118港元，维持“增持”评级。
该行料汇控其他收入同比增2%，当中财富管理业务维持强劲势头，料同比升16%，而首季升幅为21%; 批发银行手续费用收入受季节性影响，按季跌12%，而外汇业务则有强劲表现; 预期次季信贷损失提拨增加约50基点，而首季增幅为37基点。
该行又料集团将宣布30亿元股份回购，普通股一级资本比率(CET1)估计达14.6%。 另外亦关注成本节省进展，以及媒体报道提及潜在房地产成本上升对集团指引的影响。
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