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《大行报告》里昂料内银股上季纯利增长迎来转折点 料今年可多赚5.5%
阿思达克 01-25 14:23
里昂发表报告指,中国银保监会於上周五的新闻发布会公布,内银於去年第四季的净利润按年增长29%,对比去年第二季为下跌24%,此确认了内银业的盈利迎来了转折点。

里昂相信,在基本面上,经济复苏及政策正常化将有利内银股今年的毛利率、收费及资产质素,预期该行覆盖研究的上市内银股,今年的盈利将可录5.5%的按年反弹,明年盈利料再提升6.3%,对比去年为下跌4.2%,而催化剂包括即将到来的业绩期,及监管机构对利润分享的指引。

该行又对今年中国金融行业展望乐观或稳定,并认为银保监对金融科技的评论更为温和,加上近期对付款及利率上限的规定宽松,令该行相信监管机构对金融科技规管的收紧可能已达顶峰。另一方面,南向资金流入势头强劲等情况可能会使A/H股存溢价的中资金融股受惠,里昂对行业的喜好顺序更改为银行、券商、金融科技及保险公司。

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