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《大行報告》大摩上調東亞(00023.HK)目標價至14.6元 評級「與大市同步」
阿思達克 04-04 13:51
摩根士丹利發表報告表示,在東亞銀行(00023.HK)公佈2021財年業績並在本週的特別股東大會上批準其股票回購計劃後,將東亞銀行2022和2023年的盈利預測分別下調8.9%和上調3.7%。 該行表示,上調對東亞銀行目標價上調2.1%,由14.3元升至14.6元,此相當預測今年市盈率10.7倍,維持「與大市同步」評級。 該行指,由於較低的貸款增長預測,大摩下調東亞2022年的淨利息收入預測,但該行預計東亞將受益於2023年更快的加息,從而推動更高的淨利息收入預測,由於交易收入疲軟,下調2022年至2023年的非利息收入預測。 該行預計東亞成本會上升,因爲東亞對資訊科技進行投資。
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