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中金:料內銀業績第三季後提升 股價上行空間逾60%
格隆匯 10-20 16:16

中金公司發表研究報告指,內地銀行的業績表現在第三季後有望陸續提升,宏觀經濟正在復甦,外圍條件已經足夠,預料未來內地銀行A股和H股都有60%以上的上行空間。

中金公司表示,自第三季以來,內銀板塊表現理想,上週H股股價明顯上升,又指銀行正在重整,資產負債表清理得更快及徹底,預料有相當數量的銀行能在未來2至3個季度呈現健康真實的財務報表。

該行預期,招商銀行(3968.HK)、寧波銀行和平安銀行等將有更好的收入結構、更快的盈利增長,以及更強的盈利能力。在A股方面,該行看好平安銀行、興業銀行、寧波銀行,而AH股方面,中金則看好郵儲銀行(1658.HK)、建設銀行(0939.HK)、工商銀行(1398.HK)、農業銀行(1288.HK)、光大銀行(6818.HK)和招行等。

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