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花旗人币贬值添港银盈利风险降中银但升恒生评级
格隆汇 08-08 16:34

花旗发表研究报指出,受人民币贬值影响,预计香港银行业的每股纯利和之前基本情况下的预测相比,或会减少20%-60%,下调中银香港(2388.HK)评级至“中性”,并将其目标价调低19%至29港元。

报告指,人民币贬值可能导致香港银行对内地贷款大幅放缓,不利银行资产质素,增加香港上市银行盈利风险,花旗认为,渣打集团(2888.HK)东亚银行(0023.HK)的风险较高,而恒生银行(0011.HK)更具防守性,因此上调该行评级至“买入”,并将其目标价上调8%至195港元,预计该行今年4.6%股息率也为股价提供一定的支持。

花旗此前报告预测,离岸人民币可能跌至7.5,人币下跌可能令内地企业债务增加,令资产质素恶化。

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