建行、農行及招行續升逾2%-5%後者屢破頂 獲中金看好跑贏行業
上周尾獲中金看H股79.85元的招行(03968.HK)在內銀中表現最好,股價五連漲兼第二天創紀錄高,最高見57.15元,現造56.15元,續漲5.1%,成交仍有1,701萬股,涉資9.49億元;招行A股也漲半成高見49.17元人民幣。
獲中金看H股10.17元的建行(00939.HK)四連升,今天股價重越牛熊線(5.99元),最高見6.09元,現造6.07元,續升逾2%,成交已有2.6億股,涉資15.7億元;建行A股也漲逾2%報6.49元人民幣。
獲中金看H股8.19元工行(01398.HK)、獲中金看H股4.86元中行(03988.HK)、獲中金看H股5.15元光大銀行(06818.HK)及獲中金看H股4.95元農行(01288.HK)續升逾1%-2%,後者最強,股價重越牛熊線(2.93元),最高見2.97元,現造2.96元,續升2.4%,成交7,525萬股。
中金上周四估計內銀H股指數今年累升逾六成,看好四大國有內銀AH股、光大銀行AH及受益於新一輪業績估值分化的招行AH股跑贏同業。
報告指,2021年年初兩個交易日A股及H股銀行指數分別跌3.01%及1.61%,主要源自近期部分投資者對政策的誤讀導致的悲觀情緒釋放,但上周三A股及H銀行指數分別升2.37%及1.3%,以上錯誤判斷得到一定修正。向前看,該行再次重申全面看好內銀股。因為內銀目前處於業績「V」型反轉起點,處於風險溢價因素反轉的起點,處於估值倉位反轉的起點。該行認為宏觀經濟復蘇趨勢明確,信用條件向常態收斂,貸款定價隨需求走高,宏觀環境有利於銀行營業收入和資產質量端持續好轉。向前看,該行預計A股及H股銀行指數於2021年上漲空間有望超過各50%及60%,看好內銀H股多於A股,基於修復及增長邏輯。
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