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《大行报告》瑞银下调中资券商股目标价 续看好中信证券(06030.HK)及中信建投证券(06066.HK)
阿思达克 05-12 15:51
瑞银发表报告指,中资券商的行业指标包括市场日均成交、基金发行及IPO批准在最近数月都有所放缓,但仍认为中国资本市场改革是有建设性的,相信整体趋向市场制度化和国际化的方向不变。

该行表示,仍然看到有潜在政策发展以支持长期市场改革,调整中资券商业今年至2023年的盈利预测不多於10%,以反映年初至今的趋势及市场表现,和整体市场情绪疲弱下股权成本预测提高。

瑞银下调中资券商股目标价,行业中继续看好中信证券(06030.HK)及中信建投证券(06066.HK)。其中,该行认为中信证券有更强劲的资本定位和机构业务能力,相信可成市场改革的主要受惠者。而中信建投证券的估值则未完全反映其领先的盈利能力,以及潜在股本回报率扩张。

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