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《大行報告》大摩降中金(03908.HK)目標價至14.85元 下調盈測
阿思達克 01-18 09:45
摩根士丹利發表研究報告指,考慮到中金(03908.HK)面對監管環境收緊,料投資銀行收費及交易收入將會減少。因此,該行分別下調公司2023年收入預測9%,其調低2024及25年的預測則15%。該行預計,中金將削減營運開支,以抵銷收入壓力。 該行表示,整體而言,對中金2023年至25年的盈利預測分別下調14.4%、14.5%和13.8%,目標價相應下調13%,由17.01元降至14.85元,評級為「增持」,並料2024年股本回報率將由9.6%降至8.2%。
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