《大行報告》摩通料內地券商次季盈利反彈 續薦中信證券(06030.HK)及中金(03908.HK)
摩根大通發表報告指,中證監於上週五(24日)公佈就「個人養老金投資公開募集證券投資基金業務管理暫行規定」徵求意見,以建立共同基金投資的監管框架,將其作爲私人養老金的合格投資工具之一。
摩通表示,中證監將於部分城市實行一年試點計劃,往後再將計劃擴展。該行認爲計劃對中資券商近期的收入影響有限,但預期對行業中長期營運有正面作用,因券商可受惠於財富管理產品銷售增加,及共同基金子公司的資產管理規模增長。
另一方面,雖然A股今年第二季日均成交放緩至9,000億元人民幣,但IPO市場仍然活躍,指數表現亦相對穩定,該行預期內地券商第二季盈利將按季反彈。行業中,摩通繼續喜好具質素的券商包括中信證券(06030.HK)及中金公司(03908.HK),兩股評級均爲「增持」,目標價分別19.8元及27.2元,相信此等企業在同行中可交出優越盈利表現及股本回報率。
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