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花旗:大型银行股看好邮储银行(1658.HK)及建设银行(0939.HK)
格隆汇 04-07 15:33

花旗发表研究报告指,料今年首季内地银行业的非利息收入将表现疲弱,但受去年低基数效应影响,大型银行将处于相对有利的位置,首选邮储银行(1658.HK)及建设银行(0939.HK)。

花旗表示,内地大型银行受负债端融资成本上升压力和资本要求等较小,而估值较高的中小型银行就将会受压。

此外,该行下调民生银行(1988.HK)AH股评级至中性,以反映不良贷款导致其前景具挑战。

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