-- 瑞银周三在一份报告中指出，根据投资者反馈，花旗集团(C)的中期有形普通股收益率目标应在14%至15%之间。 瑞银还表示，投资者预期花旗集团的长期目标收益率将超过15%，尤其是在与同业公司进行比较时。与仅基于六位分析师预测的12.8%的卖方共识相比，瑞银认为买方投资者的预期“更为关键”。 为了提高有形普通股收益率，花旗集团应降低其一级普通股资本充足率，该比率目前为12.7%，比监管最低要求高出110个基点。瑞银指出，美国银行(BAC)和高盛集团(GS)等同业公司的缓冲区间下限为50个基点。 全球系统重要性银行(GSB)的重新调整预计将使花旗集团的附加费降至3%。根据这份报告，假设压力资本缓冲区间为2.5%至3%，管理缓冲为50个基点，该公司2028年的预期净利润将意味着有形普通股股东权益回报率为13.1%至14.4%。 瑞银对该公司股票的评级为中性，目标价为134美元。
Price: $128.25, Change: $+0.24, Percent Change: +0.19%
Iran said Wednesday that its ports remain fully ready to support commercial shipping traffic through the Strait of Hormuz and nearby regional waters, according to Iran's official news agency, Islamic Republic News Agency.Iran's Ports and Maritime Organization issued an official message to commercial vessels present in the Strait of Hormuz and in regional waters, IRNA reported.The PMO said that Iran can provide maritime services, technical support, and medical assistance to commercial vessels operating in the Strait of Hormuz, according to IRNA News.Progress in negotiations between Washington and Tehran prompted US President Donald Trump to pause the military's "Project Freedom" operation to reopen the Strait of Hormuz.Iran's Ministry of Foreign Affairs and the PMO did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
Sun Life Financial (SLF.TO) Wednesday after trade reported higher first-quarter underlying earnings and a $0.04 dividend increase. The lifeco also intends to renew its share buyback program.Underlying net earnings edged up to $1.05 billion, or $1.89 per share, from $1.045 billion or $1.82, in the prior year period. Analysts polled by Factset had expected $1.89 per share. Sun Life said underlying earnings were boosted by strong performance in Asia reflecting business growth in Hong Kong, and Canada from higher fee income driven by higher assets under management (AUM).Underlying return on equity (ROE) advanced from 17.7% to 18.6%.Sun Life said assets under management (AUM) rose by $23 billion year over year, to $1,578 billion.The company will pay the higher dividend of $0.96 per share, on June 30, to shareholders of record on May 27.Sun Life separately said it intends to renew its share buyback program, and buy back up to 10-million shares from May 29, for one year. The normal course issuer bid is also subject to OSFI approval."This quarter we delivered strong growth in our protection businesses led by Asia, Canada and U.S. Health and Risk Solutions," said Kevin Strain, Sun Life chief executive. "We also added further scale to our asset management platform, deploying over $2.4 billion in capital for the buy-ups of BGO and Crescent Capital and announcing our intention to acquire Bell Partners, a leading U.S. multifamily real estate investment manager and vertically integrated property management business."Sun Life Financial was last seen down US$0.09 to US$73.01, in after-hours New York trading. It closed down $0.12 to $99.53, on the Toronto Stock Exchange.