海通国际料港银股可受惠美国或提早缩减量宽 行业前景转正面
海通国际发表研究报告,指本港首季不同行业贷款都有增长,特别是联合贷款和交易融资类别。虽然近日美国通胀加剧,但根据联邦公开市场委员会(FOMC)声明,短期「收水」可能性低。香港经济显示多个复苏讯号,近日对社交距离措施的解封及未来旅游气泡等或会加速复苏,有助改善资产质素,银行可望在未来数季温和释放一二类别的拨备。
该行指,因应首季盈利改善,以及管理层对盈利展望更乐观,升汇控(00005.HK)和中银香港(02388.HK)评级至「跑赢大市」,同时升行业展望至「中性」,认为本地经济复苏和更早「收水」均有助香港银行转向更正面。
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