大行评级丨大摩:调高汇丰控股目标价至150.5港元,相信在第二季将进行股份回购

中金财经
May 05

  汇丰控股(0005.US)首季列账基准除税前利润93.76亿美元,同比跌1.14%;普通股权一级资本比率为14%,环比减少0.9个百分点。摩根士丹利发表报告,调高其2026年至2028年的每股盈利预测1.5%至2.4%,目标价由149港元调高至150.5港元。   大摩指出,汇丰控股首季银行业务净利息收益及普通股权一级资本比率均符合预期,该行相信汇丰控股在第二季将进行股份回购,管理层称有信心全年核心平均有形股本回报率(RoTE)可达到17%或更高的目标。该行则预期,其RoTE在2028年前会升至18.6%。   花旗发表报告指出,汇控不计及须予注意项目的固定汇率除税前利润为101亿美元,符合预期,主要是财富管理业务表现强劲。汇控预料2026年的银行业务净利息收益,主要是利率前景改善,该行维持其对汇控“买入”的评级。   

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