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《大行報告》里昂:平安銀行上季純利轉升6% 預示內銀股盈利迎來拐點
阿思達克 10-22 14:34
里昂發表報告指,平安銀行第三季業績表現改善,純利按年增長6%,表現遠勝次季倒退35.5%,資產質素改善幅度好於預期,零售管理資產增速亦快於預期。該行指業績顯示監管機構或放鬆對內銀盈利的管制,相關因素於本年至今影響內銀盈利表現。該行維持內銀看法,料經濟復甦將持續改善內銀盈利率、手續費收入及資產質素,現時內銀估值低迷,股息率高達6.7%水平,於再通脹周期下為吸引投資,首選郵儲行(01658.HK)及工行(01398.HK)。

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