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《大行报告》里昂招行(03968.HK)估值高评级「沽售」
阿思达克 06-26 10:58

里昂发表研究报告指,招行(03968.HK)因传涉违反制裁北韩的禁令,昨日股价跌7.7%,虽然交行(03328.HK)和浦发行都有在报道上,但市场对招行的反应最大,因其估值较同业高出2倍,负面消息引发投资者获利离场,重申对招行「沽售」评级,同时对「捞底」行动保持审慎看法,目标价32.5元。

《华盛顿邮报》指,美国法官发现三家大型中资银行在对北韩违反制裁的调查中,蔑视拒绝遵守传票,事件可能引起美国的制裁行动。该行指,时间点上或涉及政治因素,而中国亦有评论指美国应在更恰当的渠道中提出。

该行又指,招行在中国已卷入有关财富产品不当销售指控,当其中一宗涉及P2P理财产品「钱端」爆煲亏损14亿元人民币;另一宗涉及私募基金卷款潜逃,涉及9亿元人民币。虽然金额不大,但却影响银行声誉。

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