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《大行報告》里昂招行(03968.HK)估值高評級「沽售」
阿思達克 06-26 10:58

里昂發表研究報告指,招行(03968.HK)因傳涉違反制裁北韓的禁令,昨日股價跌7.7%,雖然交行(03328.HK)和浦發行都有在報道上,但市場對招行的反應最大,因其估值較同業高出2倍,負面消息引發投資者獲利離場,重申對招行「沽售」評級,同時對「撈底」行動保持審慎看法,目標價32.5元。

《華盛頓郵報》指,美國法官發現三家大型中資銀行在對北韓違反制裁的調查中,蔑視拒絕遵守傳票,事件可能引起美國的制裁行動。該行指,時間點上或涉及政治因素,而中國亦有評論指美國應在更恰當的渠道中提出。

該行又指,招行在中國已捲入有關財富產品不當銷售指控,當其中一宗涉及P2P理財產品「錢端」爆煲虧損14億元人民幣;另一宗涉及私募基金捲款潛逃,涉及9億元人民幣。雖然金額不大,但卻影響銀行聲譽。

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