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《大行報告》大摩東亞(00023.HK)中期核心撥備前營業利潤遜預期因成本較高
阿思達克 08-21 15:52

摩根士丹利發表報告表示,東亞銀行(00023.HK)今年中期每股盈利按年跌83%至0.22元,主要受早前宣布貸款損失所影響,期內利息淨收入升19%,毛利按半年擴闊約14個基點,並指手續費收入遜於該行預期3%,但其他非利息收入則勝預期。

該行指,東亞上半年核心撥備前營業利潤(PPoP)按年升13%,主要是內地零售客戶業務強勁,但遜大摩預期12%,主因成本增速亦加快(按年升18%)。

大摩表示,東亞銀行資產質素仍弱,但仍符合該行預期,指普通股權一級資本比率15.3%仍強。報告維持予東亞「減持」評級及目標價19元。

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