郭家耀: 觀望聯儲議息港股拉鋸 招行(03968.HK)盈利增長遠勝同業
正榮金融業務部副總裁郭家耀稱,美股周二(27日)個別發展,大市經過連日上升後有獲利回吐,標普500指數及納指輕微偏軟,道指則錄得溫和升幅。美元溫和向好,美國十年期債息升至1.62厘水平,金價表現受壓,油價低位反彈。港股預託證券大致向好,預料大市早段溫和高開。內地股市先跌後回升,滬綜指收市上升一點,滬深兩市成交額大為縮減。
港股窄幅上落,指數在29,000點水平徘徊,成交保持清淡。投資者觀望聯儲局議息會議結果,以及企業季度業績消息,預料指數短期繼續於28,500至29,500點水平上落。
另招商銀行(03968.HK)公布今年首季盈利320.15億元人民幣(下同),按年增長15.18%。期內,營業淨收入848.44億元,按年升11.09%;淨利息收入495.24億元,增長8.23%,淨利差2.44%、淨利息收益率2.52%,按年分別下降2個和4個基點。按季比較的話,淨利差反彈11個基點。手續費收入的強勁增長,帶動非利息淨收入增長15.36%至353.2億元。資產質量持續改善,截至3月底,不良貸款率1.02%,較上年末下降0.05個百分點,不良貸款覆蓋率基本持平於439%。公司一級資本充足率13.43%,較權重法下高1.9個百分點。招行提供高質量零售銀行服務,帶動存款成本於行業處於最低水平,盈利增長能力亦遠勝同業,估值較行業平均有溢價實屬合理。
(筆者為證監會持牌人,沒持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.