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匯豐研究:港銀股價值顯現 薦大新金融(0440.HK)及中銀香港(2388.HK)
格隆匯 11-04 11:13

匯豐研究發表報告指,金管局最新的存貸款增長數字,在樂觀看法方面,6月至9月份存款數字僅下跌0.1%,相信這種下降的幅度不會引起系統性壓力;在悲觀看法方面,隨着貸款上升而存款下跌,導致貸存增長出現差距,意味着資金可能流走。

因此,該行對港銀收入增長前景維持保守態度,因貸款需求不高、融資成本上升及經濟前景疲弱。但認為港銀股價值顯現,較推薦大新金融(00440.HK)及中銀香港(02388.HK),均給予“買入”評級,目標價分別為42港元及39.8港元,而看好中銀香港是因為其受惠同業拆息(Hibor)上升及香港樓市復甦。

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