《大行報告》大和升招商證券(06099.HK)評級至「跑贏大市」 目標價上調至11元
大和發表研究報告,指出對招商證券(06099.HK)下半年盈利增長表現或強勁感到正面,看到其第三季A股平均每日成交金額大幅增長,而公司在該行覆蓋的券商股中對經紀業務收入的依賴度最高。從長遠而言,該行認為重新獲取高淨值客戶及交叉銷售改善,支持其財富管理業務持續增長。
該行將公司的投資評級由原來的「持有」上調至「跑贏大市」,目標價由原來的10.5元上調至11元。另外,將2020至2021年的盈利預測上調60%至90%,這是基於其市場佔有率增長。
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