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《大行報告》匯豐研究下調遠東宏信(03360.HK)目標價至7.1元 升國銀租賃(01606.HK)評級至「買入」
阿思達克 04-06 10:45
匯豐環球研究發表報告指,該行所覆蓋的兩家資產租賃公司,遠東宏信(03360.HK)及國銀租賃(01606.HK)去年全年純利按年分別錄10%及17%的雙位數增長,主要受惠於淨利差擴闊,其中遠東宏信擴闊20點子至2.5%,國銀租賃則擴闊49點子至2.07%。

報告指,雖純利錄得可觀增長,惟兩間公司之可出租資產按年增速放緩,其不良資產亦增加,其中遠東宏信不良資產率按年增加4點子,國銀租賃則增加2點子。該行預計,肺炎疫情對兩間公司之資產增長及信貸風險為暫時性,相信疫情過後業務將回復。

該行降遠東宏信今年盈測22%,降國銀租賃今年盈測14%。同時升國銀租賃評級自「持有」升級至「買入」,目標價則自1.7元下調至1.3元。遠東宏信評級維持「買入」,目標價自8.9元下調至7.1元。

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