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花旗:料減息打擊港銀盈利 降恆生(0011.HK)等銀行股目標價
格隆匯 03-04 13:27

美國聯儲局突然宣佈減息半釐,為2008年金融海嘯之後,首次在議息會議前緊急減息。花旗發表研究報告指,美國減息將為香港銀行業盈利帶來新阻力,對行業的前景持更謹慎態度。

花旗下調多間銀行的目標價及評級。當中,恆生銀行(0011.HK)的評級降至“沽售”;大新銀行(2356.HK)及大新金融(0440.HK)的評級降至“沽售”,目標價分別下調至8.4港元及25.2港元,而中銀香港(2388.HK)目標價亦下調至28港元,評級降至“中性”。

該行預料,美國聯儲局在3月及4月將再減息四分一釐,2021年或將降至零利率,而每次減息25點子,香港銀行業今年的盈利就將會減少1%至10%。

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