《大行报告》瑞银:内银股拨备提升 料次季盈利按年倒退
内银股将公布次季业绩,瑞银发表报告指,料内银第二季及上半年纯利将按年倒退,主要由於季内拨备增加,由不良贷款分类要求提升及新型肺炎疫情所带动,相信次季数字於现周期仍未见顶,尤其是企业贷款方面。
另外,内银次季盈利表现亦疲弱,料净利息收入下降,手续费收入亦无增长,内银将严控成本以抵销部份对拨备前盈利表现的压力,相信贷款利率於下半年仍有下跌空间,由於政府欲推动新型肺炎後经济复苏。
该行相信,市场将进一步下调对内银盈利预测,另内银盈利受压亦对派息有不利影响,尤其是股份制银行,进一步限制内银股价上升空间,对有关板块维持审慎看法。
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