智通财经APP获悉，摩根士丹利发布研报称，维持对汇丰控股(00005)“增持”评级，目标价由84.6港元上调至92.3港元。公司昨天中午公布去年第四季业绩，其经调整除税前盈利高于该行及市场预期9至10%，因净利息收入抵销了较高拨备金额的影响，且成本可控。
大摩表示，汇丰控股对2025年指引和2025至2027年有形股本回报指引为14%至16%(mid teens)，意味着市场将上调对其预测8至10%。该行料对汇丰控股股价影响有正面反应，称汇丰控股公布业绩后，基于今年净利息收入及至2027年的中期有形股本回报指引，该行将上调对其预测8至10%。
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