大行评级丨美银:重申汇丰控股为今年首选标的之一,具备多重催化剂

中金财经
Feb 09

  美银证券发表研报指,汇丰控股近日完成私有化恒生银行,估算税前总协同效应约为8至9亿美元,当中包括成本及收入协同效益。同时,美银表示看到收入协同效应的空间,特别是在财富管理、批发及交易银行业务的手续费收入方面。恒生目前的收入结构更偏向净利息收入;基于其强大的客户关系,美银认为存在显著的交叉销售机会,而随着本地业务增长下,其重要性将进一步提升。该行指,汇丰控股是其今年的首选标的之一,因为预期香港存款业务及亚洲财富管理业务将有显著增长,而汇丰在有关领域中已具备实质竞争优势,且管理层承诺将加大投资的领域;现予目标价149.6港元及“买入”评级。   

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10