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《大行报告》高盛上调东亚(00023.HK)目标价至17.5元 评级「中性」
阿思达克 03-01 11:35
高盛发表的研究报告指,东亚银行(00023.HK)去年下半年每股盈利较该行预测高3%,不过净利息收入则较预期差9%,相关因素被非利息收入较高所抵销,拨备前利润则符预期,而开支亦有较好管控。

该行将东亚2021-23年每股盈测分别升2%、2%及0%,以反映去年下半年净息差较低,加上非利息业务增长强劲等,目标价17.2元升至17.5元,评级维持「中性」。该行认为未来潜在上行风险包括并购,东亚是少数未被收购的本地银行,而并购或会带动估值扩张。另一方面内地零售市场份额提升亦是潜在上行因素,假如较快转向利润较高的内地零售业务,有望推动短期盈利表现。潜在下行风险则包括信贷转差及宏观经济放慢等。(el/k) ~

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