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《大行报告》摩通降农行(01288.HK)及交行(03328.HK)评级至「中性」 升中行(03988.HK)至「增持」
阿思达克 05-04 09:41
摩根大通发表研究报告,指内银股在首季表现令人失望,特别是国有银行的盈利增长方面,下调国有银行盈利增长预测,预期股本回报率进一步收窄,加上华融事件亦反映国有银行面对的国企债务风险,以及银行被要求为政府救助融资的风险。

该行降农行(01288.HK)、交行(03328.HK)评级至「中性」,升中行(03988.HK)评级至「增持」,以反映其资产质素改善和海外业务表现,招行(03968.HK)以及邮储行(01658.HK)为行业首选。

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