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《大行报告》美银证券:内银股季绩确认复苏 净息差近四季度来首度回升
阿思达克 11-02 15:42
美银证券发表告表示,内银H股今年第三季度纯利续见改善,由今年上半年按年少赚10%,至今年首九个月跌幅收窄至8.5%;首九个月核心盈利按年上升5%,惟对比今年首季及上半年按年分别升7%及6%,中型内银股如光大银行(06818.HK)、中信银行(00998.HK)、民生银行(01988.HK)核心盈利增长续领先同业,主要受益於同业间拆借宽松的环境。

该行指,随着中国经济於今年首季见底,银行盈利应已在第二季见底,但内银股股价今年以来股价累跌16%,表现落後市场,估值相当於预测市账率0.5倍已近历史低位,该行估计内银股於未来6至12个内估值水平将修复市账率约0.7倍,并指该行在内银股的首选包括工行(01398.HK)、农行(01288.HK)及光大银行,指目前是长线投资的吸纳机会。

美银证券表示,内银股於今年第三季纯利按年平均跌5%,较今年第二季25%跌幅明显收窄,指向行业进一步复苏的趋势,而管理层指引亦变得更为乐观。而该行指,内银今年第三季净息差按季平均反弹3个基点,为近四个季度以来首度回升。

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