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大行評級 | 摩通:下調匯控、渣打目標價,看好中銀香港
格隆匯3月24日丨摩通發表報告,下調匯控(0005.HK)和渣打(2888.hK)的盈利預測,以反映通脹和商品價格上漲帶來的宏觀風險。在正面利率前景的支持下,重申對這兩隻股票的“增持”評級,匯控目標價由71港元下調至65港元,渣打目標價由70港元下調至64港元。 摩通表示,由於其新興市場和商品敞口,渣打可能面臨更高的盈利風險,因此看好匯控多過渣打。該行在香港銀行中的依次看好中銀香港(2388.HK)、恆生(0011.HK)、匯控、渣打。 對於匯豐,摩通將其2022-2024每股盈利預測分別下調8%、9%、8%,繼續預測每年20億美元的股票回購。對於渣打,摩通將2022-2024財年每股盈利預測下調13%、16%、15%,預測2022-2024財年的股票回購規模分別爲2.5億美元、7.5億美元、15億美元。
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