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《大行報告》摩通重申對港銀股未來12至18個月看法正面 首選中銀香港(02388.HK)
摩根大通發表報告指,本港銀行股今年首季的經營業績好於預期,其中中銀香港(02388.HK)及渣打(02888.HK)較預期為佳,而匯豐控股(00005.HK)及恆生銀行(00011.HK)的資本/股息派發則令人失望。 該行表示,在本港第五波疫情過後,在利率前景改善和經濟活動復甦推動下,預計未來數個季度港銀的經營業績將有所改善,該行重申對行業未來12至18個月的正面看法,選股順序依次為中銀香港、恆生、渣打及匯控。 摩通表示,重申對中銀香港「增持」評級及目標價35.4元,維持對匯控「增持」評級及目標價71元。該行重申對渣打「增持」評級及目標價70元。
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