《大行报告》大摩相信工行(01398.HK)股价60日内将升 评级「增持」目标价6.4元
摩根士丹利发表技术研究报告,料工商银行(01398.HK)股价60日内将升,发生此可能性料有60%至70%,主要因为大摩上调了对其预测及指引。
据中银保监的数据,去年国有银行净利增长3%好过预期,而去年首九个月则录8.5%的跌幅,此外国有银行净息差按季改善两个基点至2.05%,受惠第四季主动消化不良资产,资产质素稳定下拨备覆盖率按季跌6.1个百分点。该行相信相关因素为工行指引重估及利润反弹铺路,而其股息率达6%亦吸引,料将有助支撑股价。
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