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内银发力撑市 工行/建行/信行/招行/光行/邮储银行涨逾4%-5% 大和指目前信贷条件有利
阿思达克 10-16 14:53
内地9月人民新增贷款及社会融资规模均超预期,美银日前指内银股最坏时期或已过去,料第三季业绩或带来催化剂,大和今天指人行允许宏观杠杆率暂时上升,目前信贷条件有利内银股。内银股继昨天跑赢大市後,今天股价随逆市升1.6%的A股同业全面受捧,四大蓝筹内银升近3%-5.5%,获大和给予买入的建行(00939.HK)升破50天线(5.45元),报5.54元即市高位,升5.3%,成交增至4.73亿股;工行(01398.HK)及交行(03328.HK)回升4.5%及3.4%,分别报4.43元及3.98元,前者升破50天线(4.35元),成交急增至4.11亿股。

同获大和给予买入信行(00998.HK)重越50天线(3.22元),最高见3.29元,现造3.28元,回升4.5%。招行(03968.HK)续升5.3%报40.9元。邮储银行(01658.HK)四连升,股价曾越50天线(3.69元),最高见3.72元,现造3.68元,升5.7%。光大银行(06818.HK)五连升,股价曾越百天线(2.92元),最高见2.94元,现造2.87元,续升5.5%。

获大和给予「跑赢大市」评级的中行(03988.HK)、重农行(03618.HK)、重庆银行(01963.HK)、徽商银行(03698.HK)、农行(01288.HK)及民行(001988.HK)升2.6%-3.4%。

人行日前公布9月内地社会融资规模3.48万亿人民币及新增贷款增至1.9万亿元人民币,分别高於预期3万亿人民币及1.7万亿人民币。大和指,内地社会融资规模存量增长加快及人民币贷款增长稳定,认为当前信贷增长合理,且人行允许宏观杠杆率暂时上升,信贷条件有利内银股,并相信可支持内地自身经济增长。该行推介建行和信行,给予两者「买入」评级,认为建行於四大银行中资产扩张较强,同时看好中行,给予「跑赢大市」评级。

恒指及国指受惠内银发力推动,分别回升233点或近1%及1.6%,报24,391及9,915,成交额881亿元。

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