小摩：渣打集团(02888)2026财年ROTE指引若达15%属正面惊喜

智通财经02-24

智通财经APP获悉，小摩发布研报称，给予渣打集团(02888)目标价为265港元，评级为“增持”，预料市场关注焦点将集中于渣打管理层对2026年净资产收益率(ROTE)和总回报的指引。该行指，如果2026财年净资产收益率指引持平或达到15%左右，将被视为一个正面的惊喜。该行预料，集团第四季收入增长同比持平，净利息收入预计大致上按季持平，但同比跌幅达高单位数，被非净利息收入强劲同比增长所抵消。

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