大摩：下调汇丰控股(00005)目标价至33港元，维持“与大市同步”评级
© Reuters. 大摩：下调汇丰控股(00005)目标价至33港元，维持“与大市同步”评级
智通财经APP获悉，大摩发表报告表示，下调对汇丰控股(00005)目标价，由36港元降至33港元，维持“与大市同步”评级。
该行预计，汇丰控股将于10月27日公布今年第三季业绩，由于低息环境下，预计收入压力持续存在；财富管理及资本市场活动应该好过之前预期，而拨备则可能超过高峰。
该行预计，公司今年第三季税前盈利为17.65亿美元，同比跌63.5%(环比则升62.1%)；公司第三季净利息收入为61.68亿美元，同比及环比各跌18.5%及10.2%，预计净息差同比收窄59个基点至1.61%；预计其第三季纯利为12.05亿美元，同比下跌65.4%(环比则大增208%)，预计拨备23.68亿美元同比升1.68倍(环比跌38.2%)，预计其经调整的有形股本回报率降至3.3%。
该行表示，将汇控2020至2022年度盈利预期分别下调19%、7%及6%，以反映更高的贷款损失收费和税收以及较低的联营盈利。
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