小摩：维持远东宏信(03360)“增持”评级 目标价下调至8.9港元
摩根大通发布报告称，维持远东宏信(03360)“增持”评级，下调2024和2025财年盈利预测3%和11%，不过公司一直努力提高股东回报，目标价从9.4港元下调5%至8.9港元。公司2023财年利润62亿元人民币，增长1%，基本符合其预期，收入势头弱于预期，但被信贷成本下降所抵消。每股派息0.5港元，派息比率31%(若当中不包括来自宏信建筑(03390)派息)。
报告中称，该公司在资产及工业运作复苏的支持下，信贷成本降低。管理层表示，尽管宏观前景仍存高度不确定性，但对未来12个月控制资产质素的信心更强，因此在释放超额储备金(excess reserves)方面有更大的灵活性，将信贷成本保持在相对较低的水平。不过，负面因素是，纯利率和投资组合小幅收缩，主要因资产负产表的杠杆率下降。而管理层预计，2024年纯利率降或不可避免。
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