vested
<Research>Barclays Optimistic About HSBC HOLDINGS Plan to Privatize HANG SENG BANK', Bringing Potential EPS Upside
Barclays released a research report expressing optimism about HSBC HOLDINGS (00005.HK) 's plan to privatize HANG SENG BANK (00011.HK) .
Although achieving synergies requires patience, the transaction is expected to bring significant upside potential for EPS, with an attractive value based on a forward PE ratio of 7.5x.
Therefore, Barclays reiterated rating at Overweight. While the transaction may impact short-term capital return yields, it is believed that over time, it could create ideal value and welcomes the Group's increasing capital focus towards Hong Kong.
Related News: DBS Raises HSBC HOLDINGS TP to $113.7, Expects Div. Yield 5%+ in 2026 & 2027
The broker expected HSBC HOLDINGS to have prominent upside potential in earnings through stronger net interest income and fee income, as well as improved cost efficiency.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
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HSBC 02 (0005) (Jun 10 - Dec 27)
Re: HSBC 02 (0005) (Jun 10 - Dec 27)
by winston » Mon Oct 13, 2025 4:26 pm
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Re: HSBC 02 (0005) (Jun 10 - Dec 27)
by winston » Thu Oct 16, 2025 10:44 am
vested
Fitch: HSBC HOLDINGS' Planned Privatization of HANG SENG BANK Enhances Strategic Synergy
HSBC HOLDINGS (00005.HK)'s plan to privatize HANG SENG BANK (00011.HK) should enhance the strategic synergy and operational integration of HANG SENG BANK, Fitch Ratings stated, reaffirming HSBC HOLDINGS' A+ rating with a Stable outlook.
Privatizing HANG SENG BANK should eliminate structural constraints on integration, making capital and resource allocation in HSBC HOLDINGS' Hong Kong operations more efficient, Fitch noted.
Given HSBC HOLDINGS' strong execution record, Fitch believed such synergies are achievable in the medium to long term.
Related News: CICC: Decline in Div./ Buyback Yield Caused by HANG SENG BANK Privatization May Drag HSBC HOLDINGS Temporarily
Fitch mentioned that HSBC HOLDINGS' robust and prudent capital management will allow the bank's Tier 1 capital ratio to return to the target level of 14-14.5% in a relatively short time.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
Fitch: HSBC HOLDINGS' Planned Privatization of HANG SENG BANK Enhances Strategic Synergy
HSBC HOLDINGS (00005.HK)'s plan to privatize HANG SENG BANK (00011.HK) should enhance the strategic synergy and operational integration of HANG SENG BANK, Fitch Ratings stated, reaffirming HSBC HOLDINGS' A+ rating with a Stable outlook.
Privatizing HANG SENG BANK should eliminate structural constraints on integration, making capital and resource allocation in HSBC HOLDINGS' Hong Kong operations more efficient, Fitch noted.
Given HSBC HOLDINGS' strong execution record, Fitch believed such synergies are achievable in the medium to long term.
Related News: CICC: Decline in Div./ Buyback Yield Caused by HANG SENG BANK Privatization May Drag HSBC HOLDINGS Temporarily
Fitch mentioned that HSBC HOLDINGS' robust and prudent capital management will allow the bank's Tier 1 capital ratio to return to the target level of 14-14.5% in a relatively short time.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
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Re: HSBC 02 (0005) (Jun 10 - Dec 27)
by winston » Fri Oct 17, 2025 12:00 pm
vested
<Foresight>Brokers Predict HSBC HOLDINGS 3Q Pre-Tax Profit to Drop 5%; Focus on Operational Strategy & Shareholder Return Guidance
HSBC HOLDINGS (00005.HK) is set to announce its 3Q25 results on October 28 (Tuesday).
While HSBC HOLDINGS has been benefiting from the rise in HIBOR since August to have some of its NIM pressure alleviated, the market still expected its results to be affected by "items to be noted" (non-recurring items, estimated by the market to include dilution and impairment losses related to its associate company, BANKCOMM (03328.HK) as HSBC HOLDINGS' stake in it fell from 19.03% to 16% after the completion of its A-share issuance in June).
Related News: Barclays Optimistic About HSBC HOLDINGS Plan to Privatize HANG SENG BANK', Bringing Potential EPS Upside
According to the forecasts from four brokers as summarized by our reporters, HSBC HOLDINGS' 3Q25 pre-tax profit is projected to range from USD6.264 billion to USD8.1 billion on a reported basis, down 4.4 - 26.1% YoY from USD8.476 billion in the same period last year.
The median of USD8.0535 billion also represents a nearly 5% YoY decline.
Investors will focus on HSBC HOLDINGS' net interest income and non-interest income growth performance, future dividends, CET1 ratio guidance as well as the latest operational guidance related to its plan to privatize HANG SENG BANK (00011.HK) and the synergy effects it brings.
Broker│3Q25 Pre-Tax Profit Forecast on Reported Basis│YoY Change
Jefferies│USD8.1 billion│-4.4
Goldman Sachs│USD8.091 billion│-4.5%
Citi│USD8.016 billion│-5.4
Morgan Stanley│USD6.264 billion│-26.1%
Calculated based on HSBC HOLDINGS' pre-tax profit of USD8.476 billion on a reported basis for the same period last year.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Foresight>Brokers Predict HSBC HOLDINGS 3Q Pre-Tax Profit to Drop 5%; Focus on Operational Strategy & Shareholder Return Guidance
HSBC HOLDINGS (00005.HK) is set to announce its 3Q25 results on October 28 (Tuesday).
While HSBC HOLDINGS has been benefiting from the rise in HIBOR since August to have some of its NIM pressure alleviated, the market still expected its results to be affected by "items to be noted" (non-recurring items, estimated by the market to include dilution and impairment losses related to its associate company, BANKCOMM (03328.HK) as HSBC HOLDINGS' stake in it fell from 19.03% to 16% after the completion of its A-share issuance in June).
Related News: Barclays Optimistic About HSBC HOLDINGS Plan to Privatize HANG SENG BANK', Bringing Potential EPS Upside
According to the forecasts from four brokers as summarized by our reporters, HSBC HOLDINGS' 3Q25 pre-tax profit is projected to range from USD6.264 billion to USD8.1 billion on a reported basis, down 4.4 - 26.1% YoY from USD8.476 billion in the same period last year.
The median of USD8.0535 billion also represents a nearly 5% YoY decline.
Investors will focus on HSBC HOLDINGS' net interest income and non-interest income growth performance, future dividends, CET1 ratio guidance as well as the latest operational guidance related to its plan to privatize HANG SENG BANK (00011.HK) and the synergy effects it brings.
Broker│3Q25 Pre-Tax Profit Forecast on Reported Basis│YoY Change
Jefferies│USD8.1 billion│-4.4
Goldman Sachs│USD8.091 billion│-4.5%
Citi│USD8.016 billion│-5.4
Morgan Stanley│USD6.264 billion│-26.1%
Calculated based on HSBC HOLDINGS' pre-tax profit of USD8.476 billion on a reported basis for the same period last year.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
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Re: HSBC 02 (0005) (Jun 10 - Dec 27)
by winston » Mon Oct 20, 2025 3:21 pm
vested
<Research>JPM: ST Impact of Privatization of HANG SENG BANK Reflects in HSBC HOLDINGS' Shr Price
JPMorgan released a research report believing that the short-term impact of the plan to privatize HANG SENG BANK (00011.HK) has already been reflected in HSBC HOLDINGS (00005.HK)'s share price.
Investors may not factor in long-term synergies until management provides more quantitative guidance.
The 3Q25 results will be a short-term driver for stock prices, with transaction costs and credit costs due to exposure to Hong Kong commercial real estate (CRE) being key variables.
Furthermore, STANCHART (02888.HK) stumbled 5.1% on 17 October, underperforming the HSI/ HSBC HOLDINGS by 2.6/ 3.1 ppts each, possibly due to investors' risk-off sentiment on US credit risk events.
JPMorgan kept ratings at Overweight for both HSBC HOLDINGS and STANCHART, but preferred STANCHART on a 6-month investment outlook.
The broker kept its target price for HSBC HOLDINGS at $122, and lifted its target price for STANCHART from $162 to $168.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Research>JPM: ST Impact of Privatization of HANG SENG BANK Reflects in HSBC HOLDINGS' Shr Price
JPMorgan released a research report believing that the short-term impact of the plan to privatize HANG SENG BANK (00011.HK) has already been reflected in HSBC HOLDINGS (00005.HK)'s share price.
Investors may not factor in long-term synergies until management provides more quantitative guidance.
The 3Q25 results will be a short-term driver for stock prices, with transaction costs and credit costs due to exposure to Hong Kong commercial real estate (CRE) being key variables.
Furthermore, STANCHART (02888.HK) stumbled 5.1% on 17 October, underperforming the HSI/ HSBC HOLDINGS by 2.6/ 3.1 ppts each, possibly due to investors' risk-off sentiment on US credit risk events.
JPMorgan kept ratings at Overweight for both HSBC HOLDINGS and STANCHART, but preferred STANCHART on a 6-month investment outlook.
The broker kept its target price for HSBC HOLDINGS at $122, and lifted its target price for STANCHART from $162 to $168.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: HSBC 02 (0005) (Jun 10 - Dec 27)
by winston » Fri Feb 06, 2026 3:19 pm
not vested
<Research>BofAS: HSBC HOLDINGS (00005.HK) Reaffirmed as Top Pick on Multiple Catalysts
BofA Securities issued a research report saying that HSBC HOLDINGS (00005.HK) recently completed the privatization of Hang Seng Bank, and estimating a total pre-tax synergy effect of approx. US$800-900 million, including both cost and revenue synergies.
The broker expected that 20% of Hang Seng's cost base will have synergy benefits, as Hang Seng's costs are already highly efficient and it will continue to operate as a separate brand while retaining its own branch network.
HSBC HOLDINGS is one of its top picks for this year, as HSBC HOLDINGS projected significant growth in Hong Kong deposit business and Asia wealth management business.
HSBC HOLDINGS already has substantial competitive advantages in relevant areas, while management has committed to increasing investment in these fields. Therefore, the broker now rated HSBC HOLDINGS at Buy, with a target price of $149.6.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Research>BofAS: HSBC HOLDINGS (00005.HK) Reaffirmed as Top Pick on Multiple Catalysts
BofA Securities issued a research report saying that HSBC HOLDINGS (00005.HK) recently completed the privatization of Hang Seng Bank, and estimating a total pre-tax synergy effect of approx. US$800-900 million, including both cost and revenue synergies.
The broker expected that 20% of Hang Seng's cost base will have synergy benefits, as Hang Seng's costs are already highly efficient and it will continue to operate as a separate brand while retaining its own branch network.
HSBC HOLDINGS is one of its top picks for this year, as HSBC HOLDINGS projected significant growth in Hong Kong deposit business and Asia wealth management business.
HSBC HOLDINGS already has substantial competitive advantages in relevant areas, while management has committed to increasing investment in these fields. Therefore, the broker now rated HSBC HOLDINGS at Buy, with a target price of $149.6.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
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Re: HSBC 02 (0005) (Jun 10 - Dec 27)
by winston » Tue May 05, 2026 2:35 pm
not vested
<Results>HSBC HOLDINGS Raises 2026 Banking NII Guidance to ~USD46B
HSBC HOLDINGS (00005.HK) announced its first-quarter results and, while maintaining its full-year performance guidance, disclosed financial targets including achieving an RoTE of 17% or better for 2026, 2027 and 2028 (excluding notable items).
HSBC HOLDINGS lately expected banking NII of about USD46 billion in 2026, while acknowledging improved, though volatile rate outlook.
The previous guidance was for banking NII to reach at least USD45 billion in 2026.
Related News: M Stanley Expects HK Banks' 1Q26 Net Interest Income to Face QoQ Pressure, Offset by Strong Market-Related Income
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Results>HSBC HOLDINGS Raises 2026 Banking NII Guidance to ~USD46B
HSBC HOLDINGS (00005.HK) announced its first-quarter results and, while maintaining its full-year performance guidance, disclosed financial targets including achieving an RoTE of 17% or better for 2026, 2027 and 2028 (excluding notable items).
HSBC HOLDINGS lately expected banking NII of about USD46 billion in 2026, while acknowledging improved, though volatile rate outlook.
The previous guidance was for banking NII to reach at least USD45 billion in 2026.
Related News: M Stanley Expects HK Banks' 1Q26 Net Interest Income to Face QoQ Pressure, Offset by Strong Market-Related Income
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: HSBC 02 (0005) (Jun 10 - Dec 27)
by winston » Tue May 05, 2026 2:40 pm
not vested
<Research> Citi: HSBC HOLDINGS (00005.HK) 1Q Pre-tax Profit In Line; Provisions 9% Above Forecast
Citi issued a report stating that HSBC HOLDINGS (00005.HK) recorded 1Q pre-tax profit (excluding special items) of USD10.1 billion, in line with market expectations.
Revenue was 2% above forecasts, mainly driven by non-interest income, which was 6% higher than expected, while net interest income performance was broadly in line with estimates.
On a reported basis, pre-tax profit was USD9.4 billion, 2% below market expectations, primarily due to losses recorded on two disposal transactions.
The CET1 ratio stood at 14%, meeting market forecasts.
The report noted that HSBC HOLDINGS has updated its full-year 2026 guidance.
Net interest income guidance was raised but offset by higher loan loss guidance.
Notably, the group achieved a return on tangible equity of 18.7% this quarter, significantly above its medium-term guidance of above 17%.
Related News: HSBC HOLDINGS (00005.HK) 1Q Reported Pre-tax Profit USD9.376B Down 1.1% YoY; First Interim Dividend USD0.10 per Share
Citi added that HSBC HOLDINGS recorded expected credit losses of USD1.3 billion in 1Q, 9% higher than market consensus.
Of this, USD300 million related to increased risks from the Middle East conflict, broadly in line with expectations, mainly booked through management overlays.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Research> Citi: HSBC HOLDINGS (00005.HK) 1Q Pre-tax Profit In Line; Provisions 9% Above Forecast
Citi issued a report stating that HSBC HOLDINGS (00005.HK) recorded 1Q pre-tax profit (excluding special items) of USD10.1 billion, in line with market expectations.
Revenue was 2% above forecasts, mainly driven by non-interest income, which was 6% higher than expected, while net interest income performance was broadly in line with estimates.
On a reported basis, pre-tax profit was USD9.4 billion, 2% below market expectations, primarily due to losses recorded on two disposal transactions.
The CET1 ratio stood at 14%, meeting market forecasts.
The report noted that HSBC HOLDINGS has updated its full-year 2026 guidance.
Net interest income guidance was raised but offset by higher loan loss guidance.
Notably, the group achieved a return on tangible equity of 18.7% this quarter, significantly above its medium-term guidance of above 17%.
Related News: HSBC HOLDINGS (00005.HK) 1Q Reported Pre-tax Profit USD9.376B Down 1.1% YoY; First Interim Dividend USD0.10 per Share
Citi added that HSBC HOLDINGS recorded expected credit losses of USD1.3 billion in 1Q, 9% higher than market consensus.
Of this, USD300 million related to increased risks from the Middle East conflict, broadly in line with expectations, mainly booked through management overlays.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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