大摩:预计汇丰控股及渣打集团业绩重点将专注于维持RoE能力

智通财经
07 Feb

智通财经APP获悉,大摩发布研究报告称,香港银行股即将公布2024财年业绩,预计汇丰控股(00005)及渣打集团(02888)的业绩重点将专注于维持股东权益回报率(RoE)能力方面,其中汇控潜在或会释放更多资本。该行指,稳定的RoE前景将支持银行股的股价,同时资本亦是本港银行关注的焦点,但疲弱的营运前景将限制股价表现。就恒生银行(00011)而言,大摩预计贷款增长将持续低迷,由于资产收益率下降,净...

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