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《大行報告》大摩相信郵儲銀行(01658.HK)未來60天股價將上升
阿思達克 10-19 11:30
摩根士丹利發表技術意見報告表示,相信郵儲銀行(01658.HK)未來60天股價將上升,料發生概率介乎70%至80%,予其「增持」投資評級及目標價4.8元。

該行指,郵儲銀行經早前調整後,認為估值已具吸引力;由於新冠疫情所影響,內地今年上半年債券收益率下降,這對郵儲銀行的淨息差造成的影響較大,因郵儲行旗下債券的資產敞口較高。但該行指,今年第三季度市場債券收益率已恢復到疫情之前的水平,相信此可支持郵儲行的利潤及股價。

此外,大摩料郵儲銀行可續受益於存貸比率提高,兼且撥備取向謹慎(如不良貸款覆蓋率約為400%,約為其他主要國有銀行水平的2倍)。在該行看來,結合低於同業的不良貸款預期形成,料可為郵儲行反彈留了更多空間。

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