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《大行报告》大摩降汇控、恒生及中银目标价 渣打评级升至「与大市同步」
阿思达克 03-17 14:43
摩根士丹利发表报告指,若现时肺炎疫情维持至今年第三季,银行贷款将进一步受不利影响,加上低息环境,该行下调本港银行今明两年每股盈利预测介乎4%至20%,今年银行每股盈利料按年跌17%至21%(渣打及东亚除外),其中恒生银行(00011.HK)所受影响最大,由於其对利率较为敏感。至明年料港银每股盈利可反弹18%,预计至2022年前未可回复至去年水平。

该行下调中银香港(02388.HK)、恒生、渣打集团(02888.HK)及汇丰控股(00005.HK)目标价,详见另表,并升渣打投资评级,自「减持」升至「与大市同步」。该行偏好东亚银行(00023.HK),认为其策略审视可释放公司价值。

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