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《大行報告》中銀國際:降準利好內銀股 維持「增持」評級
中銀國際發表報告指,人行2月5日起下調存款準備金率0.5個百分點,有助加強金融機構對實體經濟(特別是小微企業和三農發展)的金融服務支持,並改善市場流動性,預計此次降準釋放長期資金約1萬億元人民幣,並釋出政府致力保持經濟高質量增長、並可能在接下來兩個月內進一步下調LPR的信號。 報告指,存款準備金率的下調,將有助降低商業銀行融資成本及改善商業銀行基本面。考慮到H股商業銀行基本面穩健、估值便宜、而且去年高於8.5%的預測股息率具有吸引力,維持H股銀行股的增持評級。
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