《業績前瞻》券商料中銀(02388.HK)中期經營溢利升逾4%關注資產質素
中銀香港(02388.HK)將於本周五(30日)公布中期業績，憧憬受惠淨息差改善及平均生息資產增長帶動，本網綜合3間券商預測，中銀香港今年上半年經營溢利料介乎206.07億元至217.63億元，較2018年同期202.15億元，按年增1.9%至7.7%。中位數210.64億元，按年增4.2%。
綜合2間券商料中銀今年上半年純利預測介乎176.01億元至181.19億元，較2018年同期175.28億元，按年升0.4%至3.4%。綜合3間券商料中銀今年上半年利息淨收入203.85億至224.66億元，較2018年同期184.9億元，按年增長10.2%至21.5%。而市場將關注中銀旗下淨息差增長前景、信貸質素及資本表現。
【料溢利可平穩 關注資產質素】
瑞銀估計中銀上半年純利176.01億元按年微升0.4%(按半年升21.6%)、料經營溢利按年升4.2%至210.64億元、料利息淨收入錄215.66億元，按年上升16.6%，並估計淨息差1.68%(按年擴闊15個基點)，成本收入比率25.6%。該行料中銀中期手續費收入按年跌10.4%至58.03億元，估計減值準備淨撥備增至6.94億元(去年同期為3.42億元)
高盛估計，中銀香港中期經營溢利206.07億元按年升1.9%，料投資者關注第大要點，第一是淨息差及前景(料第二季至1.69%)、第二是增長前景、第三是信貸質素、及第四是資本表現及中銀新加坡業務表現。
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綜合3間券商預測，中銀香港今年上半年經營溢利料介乎206.07億元至217.63億元，較2018年同期202.15億元，按年增1.9%至7.7%。中位數210.64億元，按年增4.2%。
券商│今年上半年經營溢利預測(港元)│按年變幅
海通國際│217.63億元│+7.7%
瑞銀│210.64億元│+4.2%
高盛│206.07億元│+1.9%
按中銀香港2018年上半年經營溢利202.15億元計算
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綜合2間券商料中銀今年上半年純利預測介乎176.01億元至181.19億元，較2018年同期175.28億元，按年升0.4%至3.4%。
券商│今年上半年純利預測(港元)│按年變幅
海通國際│181.19億元│+3.4%
瑞銀│176.01億元│+0.4%
按中銀香港2018年上半年純利175.28億元計算
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綜合3間券商預測，中銀香港今年上半年利息淨收入203.85億至224.66億元，較2018年同期184.9億元，按年增長10.2%至21.5%。
券商│今年上半年利息淨收入│按年變幅
海通國際│224.66億元│+%21.5%
瑞銀│215.66億元│+16.6%
高盛│203.85億元│+10.2%
按中銀香港2018年上半年利息淨收入184.9億元計算
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