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《大行报告》摩通料中资券商股下半年盈利增长双位数 喜爱中信证券及中金公司
阿思达克 09-04 11:38

摩根大通发表报告表示,中资券商股今年上半年业绩大致符合预期,由於日均成交、投资及交易表现推动盈利复苏,并估计中资券商股於今年下半年可维持盈利达双位数字增长,中信证券(06030.HK)及中金公司(03908.HK)仍为该行在行业中所喜爱的股份。

该行指,所覆盖研究的中资券商股自去年纯利下跌28%後,於今年上半年纯利平均升42%,中国银河(06881.HK)在行业中表现最优(增速近98%),中金公司增长仅15%属行业中最低水平,而招商证券(06099.HK)的股本回报率最高。

摩通指,内地A股市场於今年上半年日均成交额按年升34%至5,900亿人民币。随着内地政府出台支持经济政策,可为中资券商股提供交易机会,在行业中喜爱中信证券及中金公司。

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