瑞银:降恒生银行(00011.HK)评级至“沽售” 下调目标价至102港元 料全年股息下跌

智通财经
Aug 01
【瑞银:降恒生银行(00011.HK)评级至“沽售” 下调目标价至102港元 料全年股息下跌】智通财经APP获悉,瑞银发布研报称,将恒生银行(00011.HK)评级由“中性”降至“沽售”,目标价由112港元下调至102港元。瑞银指,恒生上半年净利润同比大跌34.6%,信用成本创新高,导致业绩逊于瑞银及市场预期。管理层在业绩会议中维持审慎态度,指引下半年预期信用损失(ECL)将与上半年相若,意味2025全年信用成本可能超过100个基点。

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