高盛:渣打首季度盈利超预期17% 上调每股盈测

GoldenOctober2024

金十数据5月6日讯,高盛发表研报指,渣打集团(02888.HK)今年第一季度盈利超预期17%;净利息收入(NII)符合预期;税前利润高于市场预期5%;信贷减损低于市场预测7%;税前利润(PBT)高于市场预测10%;基础回报率(ROTE)达16.4%,高于市场预测300个基点;核心一级资本比率(CET1%)符合预期。高盛将渣打2025财年每股盈利预测上调6%;2026至2028财年预测则分别上调2%、2%及1%,H股目标价定于111港元,给予中性评级。

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