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《大行報告》大摩引述建行(00939.HK)料疫情對首季業務影響可控 維持今年增長目標
阿思達克 02-19 14:23
摩根士丹利發表研究報告,引述建設銀行(00939.HK)管理層表示,預計新型肺炎疫情影響可控,並維持2020財年發展計劃及增長目標不變。 報告指出,建行的湖北地區貸款不多,佔比僅3.5%,目前針對受災企業發放的針對性支援信貸額約170億元人民幣,認為屬合理水平。大摩表示,內地工廠復工需時,房地產銷售滯後,都將對短期貸款需求造成負面影響,但建行預計疫情逐步受控後將恢復,中小企業和消費者不良貸款的影響亦可控,同時在生產恢復正常,以及市場加大對醫療服務、公共衛生相關基礎設施的資本開支出後,公司貸款需求也將強勁復甦,因此仍維持其今年整體業務方針。 大摩預計,未來內銀行業採取合理信貸政策,穩定金融體系,更能向投資者證明金融體系可承受波動,從而提高市場信心及引發行業重估;給予建行目標價9元及「增持」評級。(gc/da)~ 阿思達克財經新聞 網址: www.aastocks.com
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