《大行报告》农行(01288.HK)投资评级及目标价(表)
市场预期农业银行(01288.HK)将於下周二(27日)公布中期业绩,憧憬受惠人行定向降准释放长期资金用於发放民营及小微企业贷款,本网综合7间券商预测,料农业银行今年上半年纯利料介乎1,182.3亿元至1,220亿人民币(下同),较2018年同期1,159.76亿元,按年上升1.9%至5.2%;中位数1,210亿元,按年增4.3%。
综合4间券商预测,料农行今年上半年料净利息收入介乎2,361亿元至2,427.2亿元,较2018年同期2,338.33亿元,按年上升1%至3.8%;中位数2,387.5亿元,按年升2.1%。但券商关注农行业绩三项要点,包括资产质素、普惠金融业务表及农村贷款资产质量。
下表列出16间券商对其评级及目标价:
券商│投资评级│目标价(港元)
招银国际│买入│5.3元
中金│推荐│4.77元
野村│买入│4.6元
汇丰环球研究│买入│4.5元
高盛│中性│4.4元
交银国际│买入│4.4元
海通国际│买入│4.2元
华泰金控│买入│4.18元
摩根士丹利│与大市同步│4元
瑞银│中性│3.9元
美银美林│中性│3.9元
麦格理│跑赢大市│3.8元
建银国际│跑赢大市│3.8元
里昂│跑赢大市│3.8元
美银美林│买入│3.72元
摩通大通│中性│3.5元
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