大摩:偏好香港中資券商股 首選中金公司(3908.HK)
摩根士丹利發表研究報吿指出,由於更低的估值和南向資金的支持,戰略上將偏好從A股券商股轉向香港中資券商股,上調廣發證券(1776.HK)股評級至優於大市,目標價升至15.48港元;同時中金公司(3908.HK)仍是首選,上調19%的目標價至29.95港元。
報吿指出,香港中資券商股估值仍在歷史低谷,儘管他們的淨資產收益率改善且受益於資本市場改革。
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