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《大行報告》摩通料中資券商股下半年盈利增長雙位數 喜愛中信証券及中金公司
阿思達克 09-04 11:38

摩根大通發表報告表示,中資券商股今年上半年業績大致符合預期,由於日均成交、投資及交易表現推動盈利復甦,並估計中資券商股於今年下半年可維持盈利達雙位數字增長,中信証券(06030.HK)及中金公司(03908.HK)仍為該行在行業中所喜愛的股份。

該行指,所覆蓋研究的中資券商股自去年純利下跌28%後,於今年上半年純利平均升42%,中國銀河(06881.HK)在行業中表現最優(增速近98%),中金公司增長僅15%屬行業中最低水平,而招商證券(06099.HK)的股本回報率最高。

摩通指,內地A股市場於今年上半年日均成交額按年升34%至5,900億人民幣。隨著內地政府出台支持經濟政策,可為中資券商股提供交易機會,在行業中喜愛中信証券及中金公司。

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