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《大行報告》高盛升中銀香港(02388.HK)目標價至35.5元 料潛在升幅38%
阿思達克 03-04 11:01
高盛近日發表報告,重申對中銀香港(02388.HK)「買入」投資評級,上調目標價由34.9元升至35.5元,潛在升幅38%,並調高對其2021年至2023年每股盈利預測各4%、1%及1%。

該行認為,中銀香港受利率對盈利敏感度影響達到2倍,在同業中屬落後水平;該行亦指中銀目前預測市盈率估值較同業恆生(00011.HK)折讓40%,料隨著本港經濟復蘇,料市場對中銀估值折讓會收窄。

就中銀香港將於3月公布去年第四季業績,高盛料此可成其股價催化劑,從同業業績顯示,料中銀旗下證券及信用卡用收入可持續復蘇,並受惠於港股交投。

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