大摩:上調香港銀行股目標價,予恆生銀行減持評級
香港本地銀行股即將公佈業績。摩根士丹利發表報吿指,由於淨息差和財富管理收入承壓,第四季銀行股業績應會疲軟,預料2022年銀行財富管理收入繼續承壓,貸款增長疲軟,但淨息差改善將推動股價上漲,當中匯控(0005.HK)和渣打(2888.HK)對此最敏感。該行將匯控目標價由55.1港元上調至58.2港元,渣打目標價由52港元上調至58.5港元。
大摩適度上調銀行股目標價,以反映盈利預測的改變,其中中銀香港(2388.HK)目標價由28港元上調至29.4港元,雖然地緣政治風險目前已在股價上反映,但推動力由利率轉為市場將是一個風險,認為香港本地銀行的價格目標存在下行空間,其中風險最大的是恆生(0011.HK)。
大摩下調恆生每股盈利預測;對中銀香港的預測基本不變;上調東亞銀行(0023.HK)2021年業績預測,原因是貸款損失費用降低,但由於收入疲軟和成本上升,下調了未來每股收益預測。
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