大行评级|大摩:预期汇丰未来15日股价将相对大市指数上升,目标价173港元

格隆汇
Oct 29
摩根士丹利发表研报指,汇丰控股近期股价回落,令短期估值更具吸引力。该行认为近期调整过度,预期未来15日股价将相对大市指数上升。该行指出,汇控第三季业绩显示财富管理资金流保持稳健,集团于2027年料有更大资本空间。存款竞争上升将对净息差构成压力,但汇控相对不少同业处于较佳位置。现价相当于2027年预测股息收益率5.4%,市盈率为9.4倍,该行认为相对香港及东盟金融股的估值具吸引力。该行估计上述情景出现的概率约为70%至80%(即非常可能),目标价173港元,评级“增持”。

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