汇丰研究发表报告，东亚银行(00023.HK) 去年业绩超出市场预期，但略微低于汇丰的预测，主要受税务因素所影响。报告预计，东亚今年首季核心一级资本充足比率可能会上升，剩余的资本会为东亚在未来一至五年内提高股东总回报提供良好的基础。因此，将东亚评级由“持有”上调至“买入”，目标价从9.2元上调至12.8元。
东亚管理层预计上月实施的巴塞尔资本协定三的最终改革将带来进一步的实质性好处，预计在目前高利率环境下，贷款增长料将保持缓慢。汇丰研究认为，东亚通过向股东回馈资本来提高股东回报，将成为该行中长期改善股本回报率的推动因素。若东亚决定将核心一级资本充足比率下调一个百分点，并将其全部用作特别股息，估计这一次性的股息率将达到17%。(mn/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-20 16:25。)
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