News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
Content Sharing
<Research>JPM Expects Privatization of HANG SENG BANK to Positively Impact HSBC HOLDINGS' Earnings, Reiterates Rating at Overweight w/ TP $122
JPMorgan released a research report predicting that HSBC HOLDINGS (00005.HK)'s privatization of HANG SENG BANK (00011.HK) will have a positive impact on earnings. Even without ...
Reset
Send
The window will close in 5 seconds
<Research>JPM Expects Privatization of HANG SENG BANK to Positively Impact HSBC HOLDINGS' Earnings, Reiterates Rating at Overweight w/ TP $122
Close
Recommend
53
Positive
84
Negative
41
 
 

JPMorgan released a research report predicting that HSBC HOLDINGS (00005.HK)  +1.400 (+1.374%)    Short selling $437.18M; Ratio 25.848%   's privatization of HANG SENG BANK (00011.HK)  +0.800 (+0.530%)    Short selling $40.50M; Ratio 9.934%   will have a positive impact on earnings.

Even without considering any revenue synergies or cost optimizations, the privatization will increase HSBC HOLDINGS' 2027 NPAT/ EPS by 3.7%/ 0.1%, with an average ROTE improvement of 38 bps, according to the broker's calculations.

Related NewsCiti: Privatization of HANG SENG BANK by HSBC HOLDINGS Is Strategic Priority, Reasonable as Buybacks No Longer Enhance as Accretive to EPS
Moreover, the privatization of HANG SENG BANK will release approx. 40 bps of HSBC HOLDINGS' CET1 capital ratio. Therefore, JPMorgan believed that the privatization will help HSBC HOLDINGS optimize capital utilization and enhance the medium- to long-term profitability of its Hong Kong business.

Although there is a lack of positive catalysts in the short term without share buyback support, HSBC HOLDINGS' performance may lag behind its peers, but its long-term yield remained at 5%. The downside risks from tariffs have been accounted for.

Therefore, the broker expected HSBC HOLDINGS to outperform the HSI amid the current re-escalation in US-China trade tensions.; JPMorgan kept rating at Overweight, with a target price of $122.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-10-15 16:25.)

Related NewsBrokers' Latest Opinions on HSBC HOLDINGS' Privatization of HANG SENG BANK

AASTOCKS Financial News
Website: www.aastocks.com

Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.