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《大行報告》匯豐研究降券商股目標價 偏好中金(03908.HK)
阿思達克 02-02 11:54
匯豐研究發表研究報告指,國資委宣布全面開展上市央企市值管理考核,促進管理層加強提升公司價值及股東回報,預期相關國企改革及衍生的股份回購,將為A股市場帶來動能。 該行預期投資者情緒將回升,除貨幣寬鬆政策外,亦憧憬股票回購及ETF淨流入趨勢將持續,同時當局的支措施及建設以投資者為導向的資本市場方針都可帶來正面影響。同時,匯豐研究預期,「國家隊」資金或以穩定基金或中央匯金投資等渠道進入A股市場,來自中東市場的新資金及美國減息預期下資金回流新興市場,都可使A股受益。 匯豐研究表示,曾對今年市場交投增長及所覆蓋的券商利潤率復甦前景過分樂觀,現時改為將2024年A股市場成交額預測,從按年增長12%下調至增長7%,融資融券業務(MFSL)餘額增幅預測從15%下調至10%,並全面下調券商股目標價,當中較看好中金(03908.HK),因預期最受惠於市場復甦,目標價降至12.7元,評級「買入」。
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