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渣打集团ROTE变动:预计在2026年调整口径ROTE将达到13%
渣打集团ROTE变动:预计在2026年调整口径ROTE将达到13%
行业数据
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所属报告:
渣打集团-港股公司研究报告-网络根基厚财富动能强-250512(28页).pdf
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近年来渣打集团 ROTE 持续稳步提升,预计在 2026 年调整口径 ROTE 将达到 13%。2014年受经营环境变化等因素影响,ROTE 中枢下降,2015 年下滑至-5.9%,后续年度虽有波动但整体处于相对低位。2021 年以来,受益于市场环境改善等积极因素,盈利逐步修复,2021 年为 4.8%,2022 年升至 6.8%,2023 年,渣打集团披露口径 ROTE 为 8.4%,到 2024年进一步上升至 9.7%,增长了 155 个基点(24 年调整口径 ROTE 同比+1.6pct 至 11.7%)。展望未来,集团将继续推动 ROTE 提升,指引在 2026 年调整口径 ROTE 将达到 13%。
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渣打集团-港股公司研究报告-网络根基厚财富动能强-250512(28页).pdf
表业绩指标
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