內銀發力撐市 工行/建行/信行/招行/光行/郵儲銀行漲逾4%-5% 大和指目前信貸條件有利
內地9月人民新增貸款及社會融資規模均超預期,美銀日前指內銀股最壞時期或已過去,料第三季業績或帶來催化劑,大和今天指人行允許宏觀槓桿率暫時上升,目前信貸條件有利內銀股。內銀股繼昨天跑贏大市後,今天股價隨逆市升1.6%的A股同業全面受捧,四大藍籌內銀升近3%-5.5%,獲大和給予買入的建行(00939.HK)升破50天線(5.45元),報5.54元即市高位,升5.3%,成交增至4.73億股;工行(01398.HK)及交行(03328.HK)回升4.5%及3.4%,分別報4.43元及3.98元,前者升破50天線(4.35元),成交急增至4.11億股。
同獲大和給予買入信行(00998.HK)重越50天線(3.22元),最高見3.29元,現造3.28元,回升4.5%。招行(03968.HK)續升5.3%報40.9元。郵儲銀行(01658.HK)四連升,股價曾越50天線(3.69元),最高見3.72元,現造3.68元,升5.7%。光大銀行(06818.HK)五連升,股價曾越百天線(2.92元),最高見2.94元,現造2.87元,續升5.5%。
獲大和給予「跑贏大市」評級的中行(03988.HK)、重農行(03618.HK)、重慶銀行(01963.HK)、徽商銀行(03698.HK)、農行(01288.HK)及民行(001988.HK)升2.6%-3.4%。
人行日前公布9月內地社會融資規模3.48萬億人民幣及新增貸款增至1.9萬億元人民幣,分別高於預期3萬億人民幣及1.7萬億人民幣。大和指,內地社會融資規模存量增長加快及人民幣貸款增長穩定,認為當前信貸增長合理,且人行允許宏觀槓桿率暫時上升,信貸條件有利內銀股,並相信可支持內地自身經濟增長。該行推介建行和信行,給予兩者「買入」評級,認為建行於四大銀行中資產擴張較強,同時看好中行,給予「跑贏大市」評級。
恆指及國指受惠內銀發力推動,分別回升233點或近1%及1.6%,報24,391及9,915,成交額881億元。
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