核心观点本次财务再分配仅是业务条线间的再分配,对24 年业绩及25年指引不产生任何影响。此次再分配有助于推动各条线优化成本分布,从而改善税务成本,ROT E 有进一步提升空间。此外,成本分摊细化至具体条线后,有助于帮助各条线精细化管理,进一步提升盈利能力。渣打2023-2026 年ROT E 从10%趋势性提升至13%,此后还有向上空间,基本面强劲趋势在全球性银行中突出。24-26 年股东回报指引...
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