汇丰控股:从新的组织架构看公司长期战略及投资价值

中金公司
Yesterday

投资建议我们预计25E、26E汇丰经调口径营收同比-0.4%、+2.3%,经调口径税前利润同比-2.9%、+2.3%,经调口径ROTE分别达到16.1%和16.0%,有望处于公司指引的mid-teens区间(14-16%)上限,相比当前市场预期或存在上修空间,且未来ROTE存在进一步提升的机会,主要来自:1)亚洲市场具备高成长性,特别是财富管理业务,2)汇丰持续增加核心优势业务的资源投入,优化业务...

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