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大行評級|美銀:上調郵儲銀行目標價至5.33港元 去年核心盈利表現穩健
格隆匯 03-28 13:55
美銀證券發表研報指,郵儲銀行去年核心盈利表現穩健,按年增長4.5%,較該行預期高2.5%。派息比率按年持平,每股派息增加0.2%,令其H股股息回報率達到5.5%。基於宏觀經濟預期改善,美銀證券將郵儲銀行2025年盈利預測下調1%,並將2026年盈利預測上調3%,目標價由4.88港元上調至5.33港元,重申“買入”評級,憧憬利率環境利好及今年進一步降低代理收費將帶來正面作用。
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