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《大行报告》瑞信升广发证券(01776.HK)目标价至9.9元 评级「中性」
阿思达克 03-18 10:49
瑞信发表报告指,中资券商为年初至今A股日均成交强劲、货币宽松环境下融资成本下降,及A股表现具韧性的直接受惠者。

该行上调对中资券商行业的假设,以反映对市场的最新情况,其中上调今年A股日均成交假设20%至6,870亿元人民币。另外,由於再融资额回升,对今年股本集资额预测由5,040亿元增至1.71万亿元人民币。

瑞信上调对广发证券(01776.HK)H股目标价,由8.9元升至9.9元,评级维持「中性」,并上调集团今明两年盈利预测分别12.5%及10.3%。

该行提到,对龙头券商有跑赢表现的看法保持不变,行业首选为中金(03908.HK)、中信证券(06030.HK)及华泰证券(06886.HK)。

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