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大行評級 | 高盛:上調渣打(2888.HK)每股盈利預測 重申買入評級
格隆匯6月29日丨高盛發表報告,考慮到對聯邦基金利率的最新估算,將渣打(2888.HK)2022至2025年每股盈利預測分別上調6%、5%、5%及8%,目標價從78港元上調至83港元,重申評級“買入”。 渣打將於下月29日公佈今年第二季業績。高盛預計渣打淨息差按季擴大8個基點,令第二季淨利息收入按年增長10%。該行預計渣打將提前一年實現10%的有形股東回報率的目標,預計集團將於2022-2024年實現超過50億美元的回購,加上股息回報指引,料2023/24年總收益回報約7%及10%。
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