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《大行報告》高盛普遍微降內銀股目標價 維持建行(00939.HK)「買入」評級
高盛發表報告指,內銀股第三季純利按年只是持平,對比今年第二季按年增長7%、去年同期亦增長13%,主要因為零售銀行業務增長疲弱、房地產信貸及地方政府債面對風險,撥備前盈利增長差過預期,回撥亦有限,因此內銀第三季業績差過該行及市場預期,估計第三季業績期後,市場會下調預測。 報告預期內銀板塊未來淨息差持續受壓,流動性收緊將會限制投資收入增長,不過政府債的發行額增加,有助緩和銀行的資本壓力。該行將今年至2025年期間,內銀的撥備前盈利及純利預測,平均分別下調1%及2%,並普遍微降內銀股目標價,H股目標價平均下調1%(詳見另文),維持建行(00939.HK)及寧波銀行(002142.SZ)「買入」評級,主要因為兩者的資產負債表強勁,以及第三季業績好過同業。在該行覆蓋的12間銀行中,只有3間提早建立較多撥備及加強資產負債表,分別為中行(03988.HK)、興業銀行(601166.SH)及南京銀行(601009.SH)。
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