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高盛招行(3968.HK)上半年表现符预期维持“买入”评级
格隆汇 07-25 11:57

高盛发表研究报告指,招商银行(3968.HK)公布今年上半年的税后利润为506亿元人民币,按年增加13.1%,略高于该行及市场预期,而总收入为138亿元人民币,按年增长9.7%,符合该行和市场预期。该行重申予招行“买入”评级,H股目标价54.2港元。

高盛表示,即使宏观环境及监管方面仍然存在不确定性,高质量的银行仍可继续取得强劲的业绩增长,尤其是包商银行事件后,高质量银行的表现一直都优于同业。

该行又指,招行上半年的贷款录得11.5%的强劲增长,余额已达到高盛的全年预测,并较市场预期高出4个百分点。而不良贷款率下降至1.24%,资产质量持续改善。

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