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大行每日评级 | 大行料美团遭调查影响有限,瑞信上调脸书目标价

今日看点

1. 大摩及野村均维持对美团(03690)的评级与目标价,大行认为预计市监局今次对美团的调查时间将较短,而调查结果将消除市场对美团主要悬而未决的不明朗因素,罚款对美团业务影响有限。

2. 瑞银上调农业银行(01288)和中国银行(03988)的评级,而且分别大幅升他们的目标价46%及50%,该行认为经济复苏将带来银行业的稳定盈利。

3. 瑞信将Facebook(FB)的目标价从330美元上调至371美元,维持“跑赢大市”评级,分析师上调营收预期,以反映积极的渠道调查结果和广告收入上行趋势,根据调查,Facebook和Instagram的渠道收入增长均好于预期。

【Facebook支持10倍杠杆日内交易,通过日内融买入1手Facebook,仅需占用本金30.30美元】

4. 花旗维持信义光能(00968)“中性”评级,目标价降18.9%至15港元,基于年初至今光伏玻璃平均售价的下降趋势,以及预计行业产能的增长幅度大过需求增幅下,价格难有反弹,因此下调净利润预测。

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