《大行報告》美銀證券:招行(03968.HK)去年盈利指引優預期 對大型內銀股正面
美銀證券發表報告表示,招行(03968.HK)預料去年純利按年升4.8%,高於市場及該行預期;相信對內銀股有正面作用,料其他大型內銀股去年盈利及派息或會有驚喜。
該行補充,繼續看好大型銀行股前景,主因其估值吸引、潛在的盈利增長及較高的股息收益率等因素,當中工行(01398.HK)及農行(01288.HK)為其行業首選,但對招行維持審慎看法,因其估值較高及零售銀行業務的比重大。
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