You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩:本港金融股偏好匯控(00005.HK)升目標價至78.4元 降中銀香港(02388.HK)目標價至24.1元
摩根士丹利發表研究報告指,利率下調及中國GDP增長放緩,令投資者對新加坡及香港銀行股前景感到擔憂。然而,大摩認為投資者近期的擔憂屬多慮,指出銀行的RoE高於近期平均水平,對股東的資本回報將持續,預期部分股份股價有上升空間,首選匯控(00005.HK),維持「增持」評級,目標價由72.9元提升至78.4元。 大摩認為,雖然預計信貸費用今年起將上升,但總體而言銀行業信貸風險可控,將繼續關注中國及香港的商業房地產市場的風險。該行又預期,大部分銀行股將會繼續提高資本分配水平,6%以上的股息回報率預期可為股價帶來支持,而匯豐及渣打(02888.HK)等都有計劃進行回購,亦將支持每股盈利增長及淨資產收益率。 大摩對中銀香港(02388.HK)及恆生(00011.HK)評級為「與大市同步」,中銀香港目標價由26.8元降至24.1元,恆生目標價由111.6元下調至90.5元。大摩並予渣打「增持」評級,目標價由83.5元升至86.4元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account