大行評級 | 花旗:匯控(00005.HK)面臨英鎊走弱風險較大 本季英鎊貶值13%令資本比率承壓
格隆匯9月27日丨花旗發報告表示,英鎊遭拋售導致匯豐控股(0005.HK)和渣打(2888.HK)昨日(26日)在本港股價受壓,相信是市場反映英鎊匯貶值的影響,而該行認爲匯控所面臨英鎊貶值所帶來的風險較渣打爲大。
。該行料匯控去年旗下歐洲貸款於總體貸款(1.057萬億美元)佔比約38%,僅英國就佔總貸款的25%,估計匯控旗下歐洲業務收入於總體收入(501億美元)佔比40%,料佔集團於2021年除稅前利潤(219億美元)約24%。該行維持對匯控“買入”投資評級及目標價66.3港元。
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