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《大行報告》美銀證券:內銀股去年純利勝預期 首選工行、農行及建行
阿思達克 04-01 14:25
美銀證券發表報告表示,多數內銀股去年純利按年升1%至5%,高於該行預期2%至7%,而民生銀行(01988.HK)及重農行(03618.HK)除外。行業去年核心盈利增幅由2019年度之11%降至去年5%,資本回報率下跌1.4個百分點至11.2%。

該行指,自去年第四季開始對內銀股轉趨樂觀,且預期今年行業盈利增長及估值會回復正常;內銀板塊本年至今累升14%,跑贏MSCI中國指數、恆指及恆生中國H股金融行業指數分別14個、10個及6個百分點,該行持續看好大型內銀股,主因其高收益率及在緊縮環境中的有利位置,首選工行(01398.HK)、農行(01288.HK)及建行(00939.HK)。

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