《大行》摩通假设中东敞口或令汇控及渣打每股盈利下降10%及14% 吁趁调整买入

阿斯达克财经
Mar 18

摩根大通研究报告指,汇丰控股(00005.HK) 及渣打(02888.HK) 本月股价均出现调整,反映投资者对中东冲突影响及私募信贷风险敞口的担忧。该行假设中东贷款敞口的信贷损失导致减值支出增加、因应全球宏观风险计提额外信贷成本,加上中东业务盈利损失,以及私募信贷敞口损失,预期可能令汇控2026年每股盈利及有形股东权益回报率分别下降10%及180个基点;而渣打2026年每股盈利及有形股东权益回报率...

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