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《大行報告》中行(03988.HK)投資評級及目標價(表)
阿思達克 03-26 15:55
中國銀行(03988.HK)將於本周四(28日)公布去年業績,由於內銀行業信用成本自2020年以來階段性高位回落後至今進一步回落空間有限、令利潤及收入增速逐步趨同,消費貸款價格競爭亦令上季淨息差按季收窄,本網綜合6間券商預測,中行2023年純利料介乎2,226.98億至2,351.99億元人民幣,較2022年利2,274.39億元人民幣,按年下跌2.1%至上升3.4%,中位數2,317.83億元人民幣,按年增加1.9%。 綜合3間券商預測,中行2023年營業收入料介乎6,305.36億至6,380億元人民幣,較2022年純利6,191.39億元人民幣,按年上升1.8%至3%。投資者將關注建行管理層給予營運及派息指引,特別是存款利率連續調降後銀行是否能降低存款成本、涉及內房行業相關貸款撥備風險因素。 ------------------------------------------- 下表列出15間券商對中行投資評級及目標價: 券商│投資評級│目標價 花旗│買入│4.22元 中金│跑贏行業│4.06元 華泰証券│買入│3.81元 摩根大通│增持│3.8元 摩根士丹利│增持│3.8元 匯豐環球研究│買入│3.8元 廣發証券│買入│3.8元 星展│買入│3.7元 美銀證券│買入│3.66元 法國巴黎銀行│買入│3.5元 中信証券│增持│3.5元 瑞銀│買入│3.35元 海通國際│優於大市│3.26元 野村│中性│3.07元 高盛│中性│2.49元
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