牛熊異動 | 匯豐認購證暴漲200%
銀行股高開,匯豐控股逼近2020年4月以來高位至43.50港元,日內漲幅擴大到5%。匯豐海通一三購A漲近70%。
【通過日內融買入1手匯豐控股,僅需佔用本金870港元】
國信證券表示,目前可對銀行行業維持“超配”。其邏輯在於:一是行業總體基本面向好。不良生成率邊際改善,以及淨息差降幅收窄、對淨利潤增長的不利影響減弱。二是業績回報率提升。隨着基本面向好、淨利潤恢復正增長,板塊業績回報率提升,體現爲淨利潤小幅增長疊加高股息。三是相對估值極低。目前銀行板塊估值處於歷史低位,尤其是跟非金融板塊橫向對比,而在行業基本面向好背景下,以往“低估值會變得更低”的擔憂有望減輕,從而打開估值修復空間。
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