摩通发表研究报告指,预料市场关注焦点将集中于渣打(02888.HK) 管理层对2026年净资产收益率(ROTE)和总回报的指引。该行指,如果2026财年净资产收益率指引持平或达到15%左右,将被视为一个正面的惊喜。该行预料,集团第四季收入增长按年持平,净利息收入预计大致上按季持平,但按年跌幅达高单位数,被非净利息收入强劲按年增长所抵消。该行给予渣打目标会为265元,评级为“增持”。(ca/u)(...
Source Link摩通发表研究报告指,预料市场关注焦点将集中于渣打(02888.HK) 管理层对2026年净资产收益率(ROTE)和总回报的指引。该行指,如果2026财年净资产收益率指引持平或达到15%左右,将被视为一个正面的惊喜。该行预料,集团第四季收入增长按年持平,净利息收入预计大致上按季持平,但按年跌幅达高单位数,被非净利息收入强劲按年增长所抵消。该行给予渣打目标会为265元,评级为“增持”。(ca/u)(...
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