FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： HSBC Holdings plc 滙豐控股有限公司 呈交日期： 2025年8月5日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00005 | 說明 | 普通股(每股0.50美元) | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事 ...

Core Viewpoint - HSBC Holdings' stock price fell by 5.1% after the Q2 2025 earnings announcement, underperforming the Hang Seng Index, which declined by 3.6%, despite pre-tax profit exceeding market expectations by 10% when excluding one-off items [1] Group 1: Earnings and Market Reaction - The market's disappointment is partly attributed to concerns over a surprise $1 billion impairment at Bank of Communications [1] - HSBC's normalized earnings per share forecasts for 2025, 2026, and 2027 have been raised by 4%, 3%, and 3% respectively [1] Group 2: Shareholder Returns and Target Price - The estimated total shareholder return over the next 12 months is projected to reach 9.7%, the highest among financial institutions in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The target price for HSBC has been increased from HKD 118 to HKD 122, with a rating of "Overweight" [1] Group 3: Strategic Insights - HSBC maintains a capital threshold reduction balance of $14 billion, indicating limited impact on dividends, capital, and stock buybacks even if further impairments at associated companies reach $14 billion [1] - Management has provided guidance on its digital asset strategy, indicating readiness for potential disruptions from accelerated global digital asset expansion [1] - Revenue performance has shown greater resilience than expected [1]

Group 1 - The core viewpoint of the report indicates that HSBC Holdings' stock price fell by 5.1% after the announcement of its Q2 2025 earnings, underperforming the Hang Seng Index, which declined by 3.6%, despite the pre-tax profit excluding one-off items exceeding market expectations by 10% [1] - The market's disappointment is partly attributed to concerns over the unexpected $1 billion impairment at Bank of Communications [1] - The report raises HSBC's normalized earnings per share forecasts for 2025, 2026, and 2027 by 4%, 3%, and 3% respectively, and estimates a total shareholder return of 9.7% over the next 12 months, the highest among financial institutions in the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 2 - The report maintains a positive outlook on HSBC, highlighting that the bank still holds a capital threshold reduction balance of $14 billion, indicating limited impact on dividends, capital, and stock buybacks even if further impairments at the associated company reach $14 billion [1] - Management has provided guidance on its digital asset strategy, indicating that the bank is preparing for potential disruptions from the accelerated global expansion of digital assets [1] - HSBC's revenue performance has shown greater resilience than expected [1]

HSBC hires John McDonald from UBS to oversee its marketing efforts as it looks to become the world’s largest wealth manager outside of the US in the coming years https://t.co/NGyyMUjMDv ...

Key Takeaways HSBC will begin winding down retail banking in Bangladesh in H2 2025, halting new client onboarding now.The move follows a strategic review of retail banking in Bangladesh, Australia, Indonesia, and Sri Lanka.HSBC targets $1.5B in annual savings by 2026 through global exits and strategic cost redeployment.HSBC Holdings Plc (HSBC) plans to begin a phased wind-down of its International Wealth and Premier Banking (Retail Banking) in Bangladesh starting in the second half of 2025, as part of its o ...

Core Insights - Investors in the Banks - Foreign sector may consider HSBC and United Overseas Bank Ltd. for potential value opportunities [1] Valuation Metrics - HSBC has a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while United Overseas Bank Ltd. has a Zacks Rank of 4 (Sell) [3] - HSBC's forward P/E ratio is 8.95, compared to UOVEY's forward P/E of 10.07, suggesting HSBC may be undervalued [5] - HSBC's PEG ratio is 1.39, while UOVEY's PEG ratio is significantly higher at 3.06, indicating better expected earnings growth relative to its valuation for HSBC [5] - HSBC's P/B ratio is 1.07, which is lower than UOVEY's P/B of 1.25, further supporting HSBC's valuation attractiveness [6] Overall Assessment - HSBC is noted for its improving earnings outlook and superior valuation metrics, making it a more attractive option for value investors compared to UOVEY [7]

Core Viewpoint - HSBC's stock has recently experienced a bearish trend, losing 5.5% over the past week, but the formation of a hammer chart pattern suggests a potential trend reversal as buying interest may be increasing [1][2]. Technical Analysis - The hammer chart pattern indicates a potential bottom in the stock price, suggesting that selling pressure may be exhausting [2][5]. - This pattern forms when there is a small candle body with a long lower wick, typically occurring during a downtrend, signaling that bears may be losing control [4][5]. - Hammer candles can appear on various timeframes and are utilized by both short-term and long-term investors [5]. Fundamental Analysis - There has been a positive trend in earnings estimate revisions for HSBC, which is a bullish indicator suggesting potential price appreciation [7]. - The consensus EPS estimate for the current year has increased by 1.3% over the last 30 days, indicating that analysts expect better earnings than previously predicted [8]. - HSBC holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [9][10].

汇丰控股(00005.HK)在港交所发布公告称，8月1日于香港斥资约2.32亿港元回购约242.48万股，每股回 购价在95.05至95.95港元；同日在伦交所等交易所回购约249.5万股，每股回购价在9.088至9.28英镑，斥 资约2292万英镑。 本文源自：金融界AI电报 ...

汇丰控股(00005)发布公告，于2025年8月1日斥资2291.99万英镑回购249.5万股;斥资2.32亿港元回购 242.48万股。 ...

智通财经APP讯，汇丰控股(00005)发布公告，于2025年8月1日斥资2291.99万英镑回购249.5万股;斥资 2.32亿港元回购242.48万股。 ...