大行评级|花旗:微降汇丰控股目标价至105.6港元 重申“买入”评级

格隆汇
01 Aug

花旗发表报告,将汇丰控股2025年基本每股盈利预测下调4%,主要考虑到第二季香港商业房地产较大的减值费用;每股盈余则下调9%,主要是受到对交行大额减值的影响;同时将2026至2027年预期每股盈利预测小幅下调1%。该行指,对汇控更新后的税前利润预测仍比市场预测高出5至7%,受惠于净利息收入略高,该行预测2025财年为425亿美元,而指引和共识约为420亿美元,以及非净利息收入因亚洲财富管理业务持续增长而显著增加。花旗预计汇控2025至2027年的有形股本回报率为15.5至17%,高于汇控目标的14-16%和市场预期的15%-15.5%;在调整每股盈测后,目标价从106.2港元微降至105.6港元,重申“买入”评级。

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