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《大行報告》工商銀行(01398.HK)投資評級及目標價(表)
阿思達克 03-25 13:56
工商銀行(01398.HK)將於下週三(30日)公佈2021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%,本網綜合3間券商預測工行2021年純利介乎3,396.15億元至3,456.33億億人民幣,較2020年純利的3,159.06億元人民幣,按年上升7.5%至9.4%。 綜合9間券商預測工行2021年歸屬於普通股股東淨利潤介乎3,210億元至3,359.62億人民幣,較2020年歸屬於普通股股東淨利潤3,070.67億人民幣,按年上升4.5%至9.4%;中位數3,336.41億人民幣,按年升8.7%。 綜合6間券商預測工行2021年每股全年股息預測介乎0.28元至0.291元人民幣,較2020年的0.266元人民幣,按年上升5.3%至9.4%;中位數0.29元人民幣按年升9%。市場預期內地未來或會減息及降準,將關注工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14間券商對其投資評級及目標價: 券商│投資評級│目標價(港元) 摩根士丹利│增持│7.2元 匯豐環球研究│買入│7.1元 中銀國際│買入│6.98元 野村│買入│6.91元 中金│跑贏行業│6.9元 花旗│買入│6.52元 瑞信│跑贏大市│6.3元 法巴│買入│6元 建銀國際│跑贏大市│6元 美銀證券│買入│5.95元 大和│買入│5.9元 招商證券國際│買入│5.3元 摩根大通│中性│5.1元 瑞銀│中性│4.3元
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