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交銀國際:維持海通證券(6837.HK)中性評級 上調目標價至8.3港元
格隆匯 04-29 14:04

交銀國際發表研究報吿表示,海通證券(6837.HK)今年首季淨利潤36.2億元人民幣,按年增長58%,營業收入111.9億元人民幣,按年增長60%,剔除按年增幅較大的其他業務收入後,營收按年增長48%,其中六成增量來自投資收益。該行調整公司利息淨收入及投資收益等預測,上調21/22年盈利增速,並將其目標價由8.2港元,上調至8.3港元,維持中性評級。

該行指,海通證券首季投資收益按年增長121%,債權類投資佔比提升,投行業務表現突出,手續費佣金收入按年及按季各增長77%及21%,但最新儲備項目數排名較第一季度末下滑。

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