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中銀(02388.HK)曾吐半成考驗27元 去年少賺近18%末期息年降20%但大行維持正面看法
阿思達克 03-31 11:26
中銀香港(02388.HK)去年少賺近18%末期息年降近20%,該股扭兩連升重失20天及10天線(22.2元),曾吐半成至27.05元喘定,現造27.25元,回吐4.2%,成交765萬股,已接近昨天全日成交量。

中銀去年純利按年倒退17.7%至264.87億元(遜於之前本網綜合6間券商預測中位數274.83億元),每股盈利2.5052元,末期股息按年減近20%至79.5仙。期內,淨利息收入按年減逾14%至347.38億元,調整掉期因素後淨息差按年收窄36點子至1.33%;淨經營收入按年減少8.3%至517.67億元。去年成本對收入比率30.01%(上年28.52%)。去年減值準備淨撥備按年增近34%至27.07億元。去年底止普通股權一級資本比率微降至17.75%。

匯豐、花旗、瑞銀及高盛績後維持中銀「買入」評級,目標價介乎31.8-35.5元,其中匯豐指中銀去年純利跌近18%遜預期,花旗也指中銀去年下半年純利按年跌25%至113億元遜預期,高監指中銀末季收入疲弱,但經營成本及收入管理得宜。

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