《大行報告》摩通升中資券商股目標價 料今年純利增長15%
摩根大通發表報告表示,持續看好中資券商的前景,預期去年平均盈利按年升31%而今年料升15%,當中對股票承銷業務的發展勢頭較為樂觀,但對於股票經紀、交易和資本中介業務的利潤改善等方面,上行空間或相當有限。
該行上調中資券商股目標價(見另表),並維持中金公司(03908.HK)為行業首選,相信其為行業增長的主要受惠者之一,但將招商證券(06099.HK)由「中性」降至「減持」,且將廣發証券(01776.HK)由「增持」降至「中性」。
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