《业绩前瞻》券商料中银(02388.HK)中期经营溢利升逾4%关注资产质素
中银香港(02388.HK)将於本周五(30日)公布中期业绩，憧憬受惠净息差改善及平均生息资产增长带动，本网综合3间券商预测，中银香港今年上半年经营溢利料介乎206.07亿元至217.63亿元，较2018年同期202.15亿元，按年增1.9%至7.7%。中位数210.64亿元，按年增4.2%。
综合2间券商料中银今年上半年纯利预测介乎176.01亿元至181.19亿元，较2018年同期175.28亿元，按年升0.4%至3.4%。综合3间券商料中银今年上半年利息净收入203.85亿至224.66亿元，较2018年同期184.9亿元，按年增长10.2%至21.5%。而市场将关注中银旗下净息差增长前景、信贷质素及资本表现。
【料溢利可平稳 关注资产质素】
瑞银估计中银上半年纯利176.01亿元按年微升0.4%(按半年升21.6%)、料经营溢利按年升4.2%至210.64亿元、料利息净收入录215.66亿元，按年上升16.6%，并估计净息差1.68%(按年扩阔15个基点)，成本收入比率25.6%。该行料中银中期手续费收入按年跌10.4%至58.03亿元，估计减值准备净拨备增至6.94亿元(去年同期为3.42亿元)
高盛估计，中银香港中期经营溢利206.07亿元按年升1.9%，料投资者关注第大要点，第一是净息差及前景(料第二季至1.69%)、第二是增长前景、第三是信贷质素、及第四是资本表现及中银新加坡业务表现。
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综合3间券商预测，中银香港今年上半年经营溢利料介乎206.07亿元至217.63亿元，较2018年同期202.15亿元，按年增1.9%至7.7%。中位数210.64亿元，按年增4.2%。
券商│今年上半年经营溢利预测(港元)│按年变幅
海通国际│217.63亿元│+7.7%
瑞银│210.64亿元│+4.2%
高盛│206.07亿元│+1.9%
按中银香港2018年上半年经营溢利202.15亿元计算
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综合2间券商料中银今年上半年纯利预测介乎176.01亿元至181.19亿元，较2018年同期175.28亿元，按年升0.4%至3.4%。
券商│今年上半年纯利预测(港元)│按年变幅
海通国际│181.19亿元│+3.4%
瑞银│176.01亿元│+0.4%
按中银香港2018年上半年纯利175.28亿元计算
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综合3间券商预测，中银香港今年上半年利息净收入203.85亿至224.66亿元，较2018年同期184.9亿元，按年增长10.2%至21.5%。
券商│今年上半年利息净收入│按年变幅
海通国际│224.66亿元│+%21.5%
瑞银│215.66亿元│+16.6%
高盛│203.85亿元│+10.2%
按中银香港2018年上半年利息净收入184.9亿元计算
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