《大行》大摩：港银减P和存款利率汇控(00005.HK)及渣打(02888.HK)处于较佳位置

阿斯达克财经09-20

大摩发表报告指，在联储局减息50点子后，汇丰银行宣布将最优惠利率和活期储蓄存款利率下调25点子。其他银行亦相继跟随。这符合该行看法，即最优惠利率和储蓄利率的下降速度将为联储局减息速度的一半。
该行假设美国在明年底前会再减息约150点子。在利率下降的环境下，香港银行的关键在于较佳的贷款或费用收入成长、信贷风险下降、成本控制及资本风险能在多大程度上帮助抵销净息差对股本回报率(RoE)的压力。

该行指出，若RoE能持续接近大摩预测水平，则该等银行总股东报酬率(TSR)应可维持双位数水平。该行认为汇控(00005.HK) 及渣打(02888.HK) 定位较恒生(00011.HK) 及中银香港(02388.HK) 优胜。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-09-19 16:25。)

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《大行》大摩：港银减P和存款利率 汇控(00005.HK)及渣打(02888.HK)处于较佳位置

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《大行》大摩：港银减P和存款利率汇控(00005.HK)及渣打(02888.HK)处于较佳位置