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大行評級|瑞銀:上調中信證券及華泰證券目標價 估值較同業吸引

瑞銀髮表報吿,認為未來十年中國將出現具有國際競爭力的旗艦證券公司,相信2023至2030年中國證券行業收入增長將遠高於1990至2022年間日本證券行業。該行預測,2023至2030年中國證券行業收入年均複合增長率逾10%。瑞銀預計,中國證券行業集中度將進一步提高。

該行預計中信證券及華泰證券將擴大領先優勢,因在財富管理和海外業務等領域具優勢,並將中信證券及華泰證券2026至2028年每股盈利預測提高8%至16%,而目前股價未反映有關潛力,估值較同業吸引,對中信證券目標價由21.7港元升至23.3港元,對華泰證券目標價由12港元升至13.1港元,評級均為“買入”。

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