《大行報告》中行(03988.HK)投資評級及目標價(表)
中國銀行(03988.HK)將於下周二(29日)公布去年業績,受惠於信貸資產質量改善下令信用成本下降、現有貸款利率計算向市場報價貸款利率(LPR)的轉向,據中國銀保監數據指,內地商業銀行去年累計實現淨利潤按年升12.6%,綜合3間券商預測中行2021年純利介乎2,030.14億至2,086.54億元人民幣,較2020年1,928.7億元人民幣,按年上升5.3%至8.2%。
本網綜合5間券商預測,中行2021年歸屬於普通股股東稅後利潤料介乎1,840億至1,945.56億元人民幣,較2020年度歸屬於普通股股東稅後利潤1,808.41億元人民幣,按年上升1.7%至7.6%;中位數1,903.14億元人民幣,按年上升5.2%。
本網綜合5間券商預測中行2021年每股全年股息料介乎0.2元至0.21元人民幣,較2020年每股股息0.197元人民幣,按年升1.5%至6.6%;中位數為0.21元人民幣,按年升6.6%。市場預期內地未來或會減息及降準,將關注中行管理層對未來貸款增長、信貸成本及淨息差等最新指引。
下表列出9間券商對其評級及目標價:
券商│投資評級│目標價(港元)
摩根士丹利│增持│4.4元
中金│跑贏行業│4.06元
美銀證券│買入│3.95元
匯豐環球研究│買入│3.9元
大和│買入│3.9元
花旗│買入│3.88元
瑞信│跑贏大市│3.5元
交銀國際│買入│3.5元
瑞銀│中性│2.7元
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