【美银:重申汇丰控股“买入”评级 指其仍有上行潜力】金十数据3月17日讯,美银证券表示,汇丰控股在发布2024财年业绩的同时,管理层提供业务更新。管理层预计在2025年至2027年期间,不包括重大项目,每年的有形股本回报率将达到约15%。此外,汇控还制定2025财年及中期目标。该行认为关键亮点包括中期内财富管理费用及其他收入将实现双位数的年复合增长率;在2025-26财年将承担约18亿美元的前期重组成本,预计到2027年将实现约15亿美元的简化节省。在汇控发布重新细分数据后,美银证券重申其预估,整体预估基本保持不变。该行对这次更新感到鼓舞。虽然汇控目前股价以约1.2倍2025财年预计市净率交投并不便宜,但该行仍看到上行潜力,并重申“买入”评级。2025年至2027年每股盈利预测分别由1.41美元、1.55美元及1.7美元,下调至1.39美元、1.54美元及1.69美元;2025年股息预测由0.68美元降至0.67美元。
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