《大行报告》里昂:平安银行上季纯利转升6% 预示内银股盈利迎来拐点
里昂发表报告指,平安银行第三季业绩表现改善,纯利按年增长6%,表现远胜次季倒退35.5%,资产质素改善幅度好於预期,零售管理资产增速亦快於预期。该行指业绩显示监管机构或放松对内银盈利的管制,相关因素於本年至今影响内银盈利表现。该行维持内银看法,料经济复苏将持续改善内银盈利率、手续费收入及资产质素,现时内银估值低迷,股息率高达6.7%水平,於再通胀周期下为吸引投资,首选邮储行(01658.HK)及工行(01398.HK)。
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