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小摩:料渣打集团(02888)诉讼和解案限制股份回购上行空间 惟投资观点保持不变
智通财经网· 2025-12-09 07:51
小摩预计,有关支出将于2025年第四季被渣打列为一项特殊项目,虽然对每股股息或正常化有形股本回 报率(ROTE)并无影响,但和解或会降低普通股权一级资本比率,并可能限制2026年股份回购的上行空 间。不过,小摩相信对普通股权一级资本比率的负面影响将低于约13个基点。小摩表示,上述事件并未 改变其对渣打投资观点,小摩又预测,渣打2025年第四季普通股权一级资本比率为14%,2026年股份回 购规模达到25亿美元,总回报率达7.2%,在大中华区各银行中最高。 智通财经APP获悉,摩根大通发布研报称,渣打集团(02888)的股价在昨日(8日)下跌2%,表现逊于恒生 指数0.8个百分点,当中可能与机构报道集团就违反伊朗制裁的指控,在英国以15亿英镑(20亿美元)与投 资者达成诉讼和解有关; 虽然渣打未披露实际和解金额,但公司声明该和解对集团的经营业绩或财务状 况影响不大。重申该股"增持"评级; 目标价190港元。 ...
港股异动 渣打集团(02888)回暖近2% 诉讼和解案对公司经营影响不大 小摩称或限制明年股份回购上行空间
Jin Rong Jie· 2025-12-09 05:09
智通财经获悉,渣打集团(02888)回暖近2%,截至发稿,涨1.9%,报171.7港元,成交额5263.4万港元。 小摩预计,有关支出将于2025年第四季被渣打列为一项特殊项目,虽然对每股股息或正常化有形股本回 报率(ROTE)并无影响,但和解或会降低普通股权一级资本比率,并可能限制2026年股份回购的上行空 间。不过,摩通相信对普通股权一级资本比率的负面影响将低于约13个基点。另外,小摩预测,渣打集 团2025年第四季普通股权一级资本比率为14%,2026年股份回购规模达到25亿美元,总回报率达7.2%, 在大中华区各银行中最高。 本文源自:智通财经网 小摩发布研报称,渣打集团股价在12月8日下跌2%,表现逊于恒生指数0.8个百分点,当中可能与市场 媒体报道集团就违反伊朗制裁的指控,在英国以15亿英镑(20亿美元)与投资者达成诉讼和解有关;虽然 渣打集团未披露实际和解金额,但公司声明该和解对集团的经营业绩或财务状况影响不大。 ...
港股渣打集团回暖近2%
Mei Ri Jing Ji Xin Wen· 2025-12-09 04:17
每经AI快讯,渣打集团(02888.HK)回暖近2%,截至发稿涨1.9%,报171.7港元,成交额5263.4万港元。 ...
渣打集团回暖近2% 诉讼和解案对公司经营影响不大 小摩称或限制明年股份回购上行空间
Zhi Tong Cai Jing· 2025-12-09 04:05
Core Viewpoint - Standard Chartered Group's stock price has shown a recovery of nearly 2%, trading at HKD 171.7 with a transaction volume of HKD 52.634 million, despite a previous decline related to legal settlements over sanctions violations [1] Group 1: Stock Performance - The stock price of Standard Chartered Group fell by 2% on December 8, underperforming the Hang Seng Index by 0.8 percentage points [1] - The recent recovery in stock price indicates a potential rebound following the negative news [1] Group 2: Legal Settlement - The decline in stock price may be linked to media reports regarding the group's settlement of GBP 1.5 billion (USD 2 billion) with investors over allegations of violating Iranian sanctions [1] - Although the actual settlement amount has not been disclosed, the company stated that it would not significantly impact its operational performance or financial condition [1] Group 3: Financial Projections - JPMorgan estimates that the related expenditure will be classified as a special item in the fourth quarter of 2025, with no impact on earnings per share or normalized return on tangible equity (ROTE) [1] - The settlement may reduce the common equity tier 1 capital ratio and could limit the upside for share buybacks in 2026, although the negative impact is expected to be less than approximately 13 basis points [1] - JPMorgan forecasts the common equity tier 1 capital ratio for Standard Chartered Group to be 14% in the fourth quarter of 2025, with a share buyback plan of USD 2.5 billion in 2026 and a total return rate of 7.2%, the highest among banks in the Greater China region [1]
港股异动 | 渣打集团(02888)回暖近2% 诉讼和解案对公司经营影响不大 小摩称或限制明年股份回购上行空间
智通财经网· 2025-12-09 04:02
智通财经APP获悉,渣打集团(02888)回暖近2%,截至发稿,涨1.9%,报171.7港元,成交额5263.4万港 元。 小摩预计,有关支出将于2025年第四季被渣打列为一项特殊项目,虽然对每股股息或正常化有形股本回 报率(ROTE)并无影响,但和解或会降低普通股权一级资本比率,并可能限制2026年股份回购的上行空 间。不过,摩通相信对普通股权一级资本比率的负面影响将低于约13个基点。另外,小摩预测,渣打集 团2025年第四季普通股权一级资本比率为14%,2026年股份回购规模达到25亿美元,总回报率达7.2%, 在大中华区各银行中最高。 小摩发布研报称,渣打集团股价在12月8日下跌2%,表现逊于恒生指数0.8个百分点,当中可能与市场 媒体报道集团就违反伊朗制裁的指控,在英国以15亿英镑(20亿美元)与投资者达成诉讼和解有关;虽然 渣打集团未披露实际和解金额,但公司声明该和解对集团的经营业绩或财务状况影响不大。 ...
大行评级丨摩根大通:渣打诉讼和解案或限制明年股份回购上行空间 重申“增持”评级
Ge Long Hui· 2025-12-09 03:33
摩通预计,有关支出将于2025年第四季被渣打列为一项特殊项目,虽然对每股股息或正常化有形股本回 报率(ROTE)并无影响,但和解或会降低普通股权一级资本比率,并可能限制2026年股份回购的上行空 间。不过,摩通相信对普通股权一级资本比率的负面影响将低于约13个基点。 摩通表示,上述事件并未改变其对渣打投资观点,重申该股"增持"评级,目标价190港元。 摩根大通发表研报指,渣打集团的股价在昨日下跌2%,当中可能与彭博报道集团就违反伊朗制裁的指 控,在英国以15亿英镑(约合20亿美元)与投资者达成诉讼和解有关;虽然渣打未披露实际和解金额,但 公司声明该和解对集团的经营业绩或财务状况影响不大。 ...
Village Capital and Standard Chartered Foundation Open Applications for the 2026 US Women In Tech Accelerator Cohort
Businesswire· 2025-12-08 17:13
WASHINGTON & NEW YORK--(BUSINESS WIRE)--Village Capital, in collaboration with Standard Chartered Foundation (the Foundation), announces the launch of applications for the 2026 US Women in Tech Accelerator, marking the second cohort of the program supporting women startup founders. Through this program, early-stage founders receive practical resources, expert advice and mentorship to help them build and scale their businesses, which supports sustainable growth and facilitates longer-term success. Share Runn ...
渣打银行预计美联储将在12月降息25个基点
Sou Hu Cai Jing· 2025-12-08 13:49
新京报贝壳财经讯 12月8日,渣打银行预计美联储将在12月降息25个基点,此前该行预测不会降息。 ...
渣打银行预计美联储将在12月降息25个基点,此前该行预测不会降息。
Sou Hu Cai Jing· 2025-12-08 13:14
渣打银行预计美联储将在12月降息25个基点,此前该行预测不会降息。 来源:滚动播报 ...
渣打银行廖薇:中国经济转型迎接“长跑”,重点关注全要素生产率
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-08 11:47
Core Viewpoint - The forum highlighted the potential for China's economy to achieve stable medium- to long-term growth driven by total factor productivity improvements and the rise of new economic sectors [1][2]. Economic Outlook - China's average GDP growth over the past few years has been around 5%, supported by structural changes such as strong export performance despite U.S. tariffs and a transition from old to new economic sectors [2][3]. - The share of consumption in GDP is expected to increase relative to investment from 2022 to 2024, indicating a shift in the economic growth model [2]. - The real estate sector's contribution to GDP has decreased from over 20% at its peak to 15%, with ongoing adjustments expected [2]. Industry Development - Traditional consumer goods and manufacturing markets are saturated, while new consumer categories and services show significant growth potential [3]. - The export structure has shifted from low-end products to mid-range machinery and high-end products, contributing to export resilience [3]. Social Considerations - To ensure equitable economic development, efforts should be made to reduce disparities in social security and per capita consumption between urban and rural areas [3]. Future Growth Projections - The average potential growth rate for China is projected to remain above 4% over the next decade, with a target for per capita GDP to double [3][4]. - Historical data indicates that total factor productivity has experienced rapid growth during key periods of economic reform, characterized by increased marketization, optimized resource allocation, and heightened competition [3].