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中银(02388.HK)曾吐半成考验27元 去年少赚近18%末期息年降20%但大行维持正面看法
阿思达克 03-31 11:26
中银香港(02388.HK)去年少赚近18%末期息年降近20%,该股扭两连升重失20天及10天线(22.2元),曾吐半成至27.05元喘定,现造27.25元,回吐4.2%,成交765万股,已接近昨天全日成交量。

中银去年纯利按年倒退17.7%至264.87亿元(逊於之前本网综合6间券商预测中位数274.83亿元),每股盈利2.5052元,末期股息按年减近20%至79.5仙。期内,净利息收入按年减逾14%至347.38亿元,调整掉期因素後净息差按年收窄36点子至1.33%;净经营收入按年减少8.3%至517.67亿元。去年成本对收入比率30.01%(上年28.52%)。去年减值准备净拨备按年增近34%至27.07亿元。去年底止普通股权一级资本比率微降至17.75%。

汇丰、花旗、瑞银及高盛绩後维持中银「买入」评级,目标价介乎31.8-35.5元,其中汇丰指中银去年纯利跌近18%逊预期,花旗也指中银去年下半年纯利按年跌25%至113亿元逊预期,高监指中银末季收入疲弱,但经营成本及收入管理得宜。

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