恒生银行(00011.HK) 公布去年业绩后股价受压，盘中曾低见97.8元一度下挫6.5%，最新报99.6元下滑4.8%。花旗发表报告表示，恒生银行中午公布去年下年纯利81亿元，按半年下跌16%(按年则升6%)，较市场同业预期高出13%，拨备前利润134亿港元，比市场预期高出11%，主要得益于非息收入业务的强劲增长和营运支出的下降。虽然不良贷款率较上季上升80个基点至6.12%，但信贷成本优于预期，为77个基点(市场普遍预期为81个基点)。
花旗指，恒生第四次每股中期息派3.2元，全年每股股息为6.8港元，高出市场普遍预期6%，但并无宣布新的股份回购计划令人失望。普通股一级资本比率按半年1.1个百分点至17.7%。
该行指，恒生资本回报可能达不到预期，业绩好坏参半，恒生业绩简报将于下午2点开始。会议将于公司网站进行直播，将重点关注的可能是香港企业房地产资产品质和资本回报。该行维持恒生“中性”评级及目标价97元。(wl/k)
(港股报价延迟最少十五分钟。沽空资料截至 2025-02-19 12:25。)
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