《大行報告》農行(01288.HK)投資評級及目標價(表)
市場預期農業銀行(01288.HK)將於下周二(27日)公布中期業績,憧憬受惠人行定向降準釋放長期資金用於發放民營及小微企業貸款,本網綜合7間券商預測,料農業銀行今年上半年純利料介乎1,182.3億元至1,220億人民幣(下同),較2018年同期1,159.76億元,按年上升1.9%至5.2%;中位數1,210億元,按年增4.3%。
綜合4間券商預測,料農行今年上半年料淨利息收入介乎2,361億元至2,427.2億元,較2018年同期2,338.33億元,按年上升1%至3.8%;中位數2,387.5億元,按年升2.1%。但券商關注農行業績三項要點,包括資產質素、普惠金融業務表及農村貸款資產質量。
下表列出16間券商對其評級及目標價:
券商│投資評級│目標價(港元)
招銀國際│買入│5.3元
中金│推薦│4.77元
野村│買入│4.6元
匯豐環球研究│買入│4.5元
高盛│中性│4.4元
交銀國際│買入│4.4元
海通國際│買入│4.2元
華泰金控│買入│4.18元
摩根士丹利│與大市同步│4元
瑞銀│中性│3.9元
美銀美林│中性│3.9元
麥格理│跑贏大市│3.8元
建銀國際│跑贏大市│3.8元
里昂│跑贏大市│3.8元
美銀美林│買入│3.72元
摩通大通│中性│3.5元
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